Investment and superannuation platform Superhero will offer its range of services to financial advisers and their clients with the launch of a new dedicated portal specifically designed for their use.
The portal will allow advisers and licensees to open new Superhero trading accounts for clients, including those with companies, trusts and SMSFs, and to manage their portfolios and portfolio allocations and view investments and overall performance.
Advisers will also be able to access a range of pre-built portfolios, place individual share trades on client accounts and download comprehensive tax and performance reports for clients.
Superhero stated that in regards to superannuation, advisers would be able to open super trading accounts and manage super investments for clients, including individual share trades, managed funds and term deposits, and download tax and performance reports.
Superhero co-founder and chief executive John Winters said access to the adviser portal and reporting will be offered at a group, compliance and adviser level to ensure adequate oversight is available and advice groups would be able to integrate the portal into their own online offering.
“Dealer group-level branding will be offered and integration with their existing website to allow advisers and clients to access their portfolios will be a key feature,” Winters told selfmanagedsuper.
He said the platform had conducted research with advisers to understand “the pain points and core requirements” to provide a service advisers and their clients wanted from the market.
“Our new adviser platform will assist advisers in providing a better experience, allow them to build and manage portfolios and assist them in providing advice to their clients across both super and non-super,” he said.
“Superhero’s focus has always been about providing value and launching an adviser platform is a tangible example of this focus. Our adviser platform will provide a fully digital option to better support Australia’s 16,000 financial advisers.
“We know that financial advice has become increasingly inaccessible for many Australians in recent years. Ultimately we want to create a platform that can help advisers deliver more seamless, affordable and understandable advice to more people.”
The platform is currently in the final stages of development and is scheduled to launch in the second half of the year, with pricing yet to be announced.
“Pricing is still being finalised, but will align to our core belief of providing a high-value service at a market-leading price,” Winters added.
