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Automated client portals, ready in 48 hours.

Get back one hour
every day

Turn endless client updates into smart, branded portals.
Valuations, reports, objectives, planning, and documents all in one place, automatically updated.
Get started
Try Super free
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Trusted by teams at
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Powerful features

Made for advisers,
not developers.

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Get back one hour a day.

Automate your client updates, valuations, and reports - all without lifting a finger.
Daily data sync
Data synchronises automatically each day from your providers.
Automated reporting
Data formats into digital reports - no more PDFs or manual updates.

Your brand. Your clients.

Deliver a seamless, professional experience that looks and feels like your firm.
Fully branded
Deliver a fully branded experience across mobile and desktop with your logo, colours, and login.
Easy to use
Designed to help clients, not confuse them.
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Works with the tools you already use.

Connect your data providers once - Super automatically updates your data daily. We support a growing list of data sources.
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AJ Bell
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7IM
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RJIS
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Wealthtime
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Wealthtime Select
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Aviva
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Hubwise
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M&G Wealth
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Nucleus
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Parmenion
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Quilter
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Transact
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Fundment
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Stocks
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Crypto
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ETFs
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Commodities
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Forex
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CSV/Excel

Go beyond reports.

Bring objectives, planning, and onboarding together in one smart, personalised experience.
Personalised onboarding
Create a more human, high-touch experience from day one with video walkthroughs to welcome clients or explain updates.
Smarter client planning
Record client objectives, build and refine financial plans, and share documents securely.
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Secure by design.

Your clients’ data stays secure, and encrypted.
Granular access control
Role-based permissions and audit trails keep data access limited to those you trust.
Bank-grade security
AES-256 encryption at rest and in transit.
Getting started

Rapid setup.
Zero-effort.

Sign-up for free.
Create your account in minutes.
Connect your providers.
Link to your existing data sources like Wealthtime, Quilter, or CSV imports.
Branded client portals.
Your clients get a fully branded portal with live valuations and reports.
Pricing

Simple, fair pricing.

Client Portals

Everything you need with no contracts, and the flexibility to scale with your clients.
£200/mth
Features
This pricing plan includes the following features
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£100m AUM
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Unlimited clients
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Unlimited support
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Unlimited contacts (CRM)
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Unlimited assets
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Unlimited client portals
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Unlimited reporting
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Unlimited file storage
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Up to 5 data sources
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Daily data updates
Get started
Start 7-day free trial

Add-ons

Additional seats

Per seat
Add extra seats for team members.
£100/mth

Additional AUM

Per £1 million
Automatic daily data updates.
£1/mth
Please note that all prices are subject to VAT
Testimonials

See why customers love using Super.

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"I couldn’t believe how quickly it replaced our monthly reporting routine."
Anthony Bruchez
Director at Leading Edge Wealth Planning
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Mike’s Journey with Rapide
1:23 min
"Rapide transformed our chaotic project management into smooth operations. Our team productivity increased 40% in just two months."
Mike Rodriguez
Head of Operations at Themeflow
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"I couldn’t believe how quickly it replaced our monthly reporting routine."
Anthony Bruchez
Director at Leading Edge Wealth Planning
FAQs

Quick answers.

How do I get started with Super?
Getting started is quick and straightforward. Create your free trial account, connect your existing data providers, and we’ll handle the rest - from setup to branding. Most setups take less than 48 hours.
Can I use Super for free?
Yes, you can try Super free for 7 days. Just add a credit card to start your trial, and you won’t be charged unless you decide to keep using it.
Does Super integrate with my existing tools?
Yes, Super integrates with major UK data providers including AJ Bell, 7IM, Raymond James Investment Services (RJIS), Wealthtime, Wealthtime Select, Aviva (Wrap), Hubwise, M&G Wealth, Nucleus, Parmenion, Quilter, Transact, and Fundment. We’re adding more integrations regularly.
Can I import data manually?
Yes, we support asset and valuation imports from CSV and Excel, and we can do this for you too.
Is my data secure with Super?
Absolutely. We use enterprise-grade encryption, role-based access controls, and regular security audits. Your data is stored securely and never shared with third parties.

5-minute demo?

See Super in action with our famous 5-minute demo.

We’ll show you how branded client portals work, how data connects, and how you can be live within 48 hours.
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