First Financial selects SuperMate as SMSF Technology Partner

SuperMate have announced that First Financial, a leading wealth management firm based in Melbourne specialising in financial planning and superannuation management services, has selected the upgraded SuperMate SMSF software platform.

This partnership enables First Financial to deliver a more streamlined and integrated solution to their SMSF clients. The enhanced version of SuperMate features a cutting-edge web interface and significantly improved process automation and time saving document transaction extraction.

“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,” said Dana Mihajlovic, Senior Manager, First Financial.

Significant investments in SuperMate include advancements in workflow efficiency, Advisor and Client View, Client Queries, Bank Account Verification for fraud prevention, and a wider array of integrations.

“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,” said Andy Forbes, Chief Technology Officer, SuperConcepts.

With a dedicated migration team, SuperMate ensures a smooth transition for new clients from other platforms.

SuperMate is dedicated to simplifying SMSF so more Australians can control their super.