In Super, a Client represents a family, individual, or entity that you manage or support as part of your firm’s services. Each client has their own dedicated workspace where you can track assets, documents, relationships, reports, and more — all in one place.
Clients are the central organising unit on the platform, helping you streamline everything related to their wealth and affairs.
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Client Portals Settings and data held for each client are reflected in that Client’s Portal.
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MFO Accounts Client section is visible when viewing a specific client.
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SFO Accounts Client section is visible permanently.
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This contains links to allow you to Edit your Profile, contact Support, or Sign out
The section heading will show Client, and to the right of the client name, the three dots (…) will open the Client settings panel.
The overview dashboard gives a one-page snapshot of the Client including Net Worth, Asset breakdown, liabilities, latest files and activity.
Record and monitor all client-owned assets, including property, investments, businesses, and collectibles. Each asset can be categorised, valued, and linked to ownership structures for accurate net-worth tracking and performance reporting.
Capture details of all outstanding obligations such as mortgages, loans, and credit facilities. Liabilities are linked to repayment schedules and asset offsets to provide a complete view of the client’s financial position.
Store insurance and protection policies, including life, health, property, and key-person coverage. Track renewal dates, premiums, beneficiaries, and policy providers to ensure appropriate protection levels are maintained.