Enterprise-grade security & protection

Superplan allows you to breeze through your workflow and deliver end-to-end advice without changing the way you work.

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Dedicated security team

Our in-house security experts drive the secure development and operation of our products and infrastructure.

Independent assessments

We’ve partnered with industry leaders NCC Group and BishopFox to rigorously test our web and network defenses.

Enterprise security features

We offer SAML SSO, audit logs, IP address allow-listing, data lifecycle management, and more to help you.

Data residency controls

We implement strict data residency measures for data storage, giving you control over the region in which your data is stored.

Compliant with
industry standards

Cyber Essentials
GDPR

The best paraplanning hire you’ll ever make

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Cited
figures traced to source documents
24/7
AI support
No re-keying
case data flows straight into the report