Superadvisor
1 known investors
Super Advisor is practice-management software for Canadian discretionary portfolio managers and US registered investment advisors that turns existing documents into a complete client record, surfaces tasks, and keeps KYC and reviews current across an advisor's book. It replaces a standalone CRM and connects onboarding, meetings, reviews, and audit into one shared client file for advisors, CSAs, and compliance staff.
AI & Machine LearningFintechSaaS