Andy Forbes

SuperConcepts, the creators of SMSF accounting software SuperMate, has announced the launch of their latest investment portfolio solution.

SuperMate Portfolio is an end-to-end investment portfolio management software for trusts, companies and individuals.

The robust portfolio management solution helps accountants by automating CGT record-keeping and Financial Reporting tasks.

“Many firms are using old, difficult to use portfolio management software, and paying a premium for it. SuperMate is modern, easy to use and very efficient,” Andy Forbes, SuperConcepts Chief Technology Officer said.

The new-look SuperMate Portfolio promises beautiful design, ease of use and greater practice efficiencies.

The software, which is set to be unveiled on 30 November 2022 during an online event, uses the same technology powering the market’s newest SMSF administration software, SuperMate.

“This product enables accountants to enhance their client value proposition – it makes tracking CGT easy and has sophisticated reporting that clients will love.”

The live event will include the end-to-end processing of a portfolio, a demonstration of the automated document data extraction power of Data Hero^TM and an overview of reporting and branding capabilities.

“SuperMate Portfolio works hand-in-hand with our SMSF software – allowing users to administer both SMSFs and Portfolios on one platform, leveraging time-saving features and ways of working across both products,” Forbes said.

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