DATA LOADS
Eliminate data entry to dramatically reduce staff costs while improving quality.
Transaction data can be automatically loaded from dozens of banks, brokers and wraps. Each night your superMate system links to the third party organisations automatically, without you needing to lift a finger. And when your team starts work in the morning, all transactions from the last business day will have been automatically processed, posted and reconciled. You’ll be told about any transactions in any funds that weren’t recognised so that they can be quickly checked and updated.
Eliminate time you currently waste on data entry, checking and then correcting keying errors.
Price Data
Closing prices from the ASX & Morningstar are automatically loaded into superMate every night.
Bank Data
Automatically load bank transactional data onto each SMSF ledger every night.
Brokers
Automatically load buy & sell transactional data onto each SMSF ledger every night.
Wraps
Automatically load wrap transactional data onto each SMSF ledger every night.
Corp Actions
Slash processing time and remove the headache of figuring out how to process corporate actions.