Melbourne wealth management firm First Financial has signed up to use SuperConcepts’ administration platform, SuperMate, to service its growing base of SMSF clients.
The firm’s decision to partner with SuperConcepts follows several recent investments in the platform’s features, including enhanced fraud prevention measures and improvements to the adviser and trustee user experience.
First Financial noted these improvements, along with the platform’s ability to make SMSF administration simpler and more efficient for its clients, were key reasons for establishing the partnership.
“First Financial has chosen SuperMate because it provides significant productivity savings with transaction processing, workflow and the new document automation Data Hero capability. The updated SuperMate also means we can onboard new client funds faster and more accurately than we thought possible,” First Financial senior manager Dana Mihajlovic said.
The move is the latest in a series of integrations, updates and partnerships for SuperConcepts’ specialist SMSF administration platform over the past 24 months. Last year, it introduced a new trustee dashboard feature, ClientView, and added an open banking partner, ACSISS, to simplify the establishment of data feeds.
Additionally, SuperConcepts last week announced an integration for those with Macquarie Bank cash management accounts and accounting and advisory firm BDO signed up to use SuperMate as its technology and platform provider the week prior.
“SuperMate is the ideal partner for firms offering SMSF services at scale that seek a technology partner willing to integrate and enable the efficient delivery of positive client outcomes,” SuperConcepts chief technology officer Andy Forbes said.
SuperConcepts also announced an integration partnership with ASF Audits at the 2024 SMSF Association National Conference and adjusted its pricing structure to provide better value for clients depending on their needs and requirements.
