SuperMate Superannuation Software
Felcorp Support's SuperMate capability for superannuation and retirement planning. Dedicated SuperMate support.
Felcorp's SuperMate capability
SuperMate software capability is included as part of the following Felcorp service areas:
Felcorp Support has experience working within the SuperMate platform for financial planning engagements. Our teams have built operational proficiency on the platform, navigating the SuperMate environment for superannuation analysis, retirement planning, fact-finding, and document generation. Our offshore paraplanners are trained to produce accurate superannuation planning outputs and reporting within your SuperMate instance efficiently.
Our teams handle superannuation analysis, retirement planning calculations, fact-finding data entry, and reporting within the SuperMate environment.
What is SuperMate?
SuperMate is a superannuation analysis and retirement planning software platform designed for Australian financial advisers and financial planning practices. The platform provides tools for superannuation strategy, retirement modelling, fund analysis, and retirement income planning. SuperMate supports superannuation-focused advice across various client scenarios.
Key modules and components
- Superannuation strategy and analysis
- Retirement income planning and modelling
- Fund selection and comparison tools
- Contribution analysis and optimisation
- Insurance and protection planning
- Tax-efficient strategy recommendations
- Reporting and documentation
- Client engagement portal
- Integration with planning tools
- Compliance tracking and audit trail
For more information about SuperMate, visit the official website at supermate.com.au.
