Superhero launches adviser platform

Oksana Patron

4 May 2023

Investment and superannuation platform, Superhero, has announced the launch of an adviser platform for established dealer groups and their clients.

The platform, which is scheduled to launch in the first half of FY2024, will provide solutions for clients across both their investment and superannuation portfolios.

It will allow advisers and groups:

• Open new Superhero accounts (e.g. Minor, Joint, Company, Trust, SMSF) for clients;
• View their portfolio of clients, investments and overall performance;
• Build and manage portfolios, portfolio allocations and access a range of pre-built portfolios from leading managers;
• Place individual share trades on client accounts;
• Download comprehensive tax and performance reports for clients,

Commenting on the platform’s launch, John Winters, chief executive and co-founder of Superhero said: “Our new adviser platform will assist advisers in providing a better experience, allow them to build and manage portfolios and assist them in providing advice to their clients across both super and non-super.”

“We know that financial advice has become increasingly inaccessible for many Australians in recent years. Ultimately, we want to create a platform that can help advisers deliver more seamless, affordable and understandable advice to more people.

“We also want to enable Australians to get more involved with their finances, to learn, engage and manage their wealth with their advisers.”