Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Super Desk for superannuation advisers ← Back to the overview

Live demo · Blueprint No. 1354

Paperwork, handled. Nothing quietly lapses.

Super Desk takes care of the admin in your practice. You get fact finds clients actually finish and authorities and rollover forms that fill themselves in. An insurance check stops a rollover before any cover is lost. Fee consents, nominations and reviews all sit on one calendar. Have a play: every button works.

  1. 01Check today
  2. 02Push a fact find
  3. 03Consolidate Priya's funds
  4. 04Run consent reminders
  5. 05Book overdue reviews

This is the scaled-down version.

The real one is built around how your superannuation advice practice runs: your own fact find wording and branding, answers pushed into Xplan, AdviserLogic or Midwinter and authorities, consents and rollover forms signed through DocuSign. Bookings go through Calendly with Zoom or Teams links, email and calendars run on Microsoft 365 or Google Workspace and your own rules set the consent windows, nomination renewals and review cycles. It's hosted and looked after by the people who built it.

Talk to us about the real one →