Apply for early access to Superplan

We’re inviting a small, selected group of firms to work closely with and help us drive our product roadmap.

Let’s start with your firm

Firm Name

Work Email

Full Name

Role

Number of Advisers

Suitability Reports per Year

Step 1/4

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Tell us about your practice

What best defines your core service proposition?

Investment Advice

Financial Planning

Lifestyle Planning

Wealth Management

Other (please specify)

What kind of clients do you mainly serve?

Mass affluent

HNW

UHNW

Corporate

Other (please specify)

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What keeps you up at night?

What’s your biggest challenge in producing reports right now?

Data harvesting

Research & analysis

Cashflow modelling

Report writing

Compliance & admin

Client presentations

Other (please specify)

What frustrates you most about your current process?

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Operator Circle

Some firms will also be invited to join our Operator Circle — a private group shaping Superplan from the inside.

Would you like to be considered for the Operator Circle?

Yes – I want to help shape the future

Maybe – tell me more

No, just early access

Why do you want early access to Superplan?

Why should we select you?

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Thank you — your application has been received. Our team personally reviews every application. We’ll be in touch within 7 days if your firm is selected for early access.

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