Acurity

Acurity is the core product of Financial Synergy. This fully functional, proven and robust administration system manages over 2.5 million members and over 50 billion dollars in funds under administration for large scale and boutique superannuation clients.

Two key divisional teams support the ongoing maintenance, continuous improvement and market intelligence behind the Acurity administration solution:

Consulting

The Acurity Consulting team play an integral role in the ongoing success of Financial Synergy. As the key interface between our products, services and clients, this highly qualified team has the experience and training to effect significant business outcomes for our clients.

Financial Synergy’s Consultants foster collaborative working relationships with our Account Managers, Business Development Managers and our clients to ensure appropriate configuration and customisation of the Acurity system to meet the evolving business and legislative requirements of the superannuation and wealth management market.

Development and Information Technology

The Acurity Development and Information Technology team utilise leading-edge technologies to deliver products and solutions for our clients in the wealth management industry.

This highly skilled and interactive team of business analysts, developers, IT technicians, quality assurance analysts and service desk professionals, undertake innovative development projects using best practice tools and methodologies to ensure quality outcomes are delivered to clients.

Financial Synergy’s Quality Assurance (QA) team adopt rigorous processes and tools to test the Acurity system to enhance the quality of Acurity products and functionality, while providing traceability of products through the development life cycle. This enables clients to determine their own user acceptance testing (UAT) requirements of products and releases to ensure they best meet their business requirements and integrate with existing systems.

The Acurity Service Desk serves an important function for the support of the Acurity system. This new and improved offering follows the ITIL principles of service delivery. The Acurity Service Desk now has its own operational unit and will provide an operational point of contact for Acurity clients to address and manage issues, and provide efficient and cost effective resolutions.

 

Administration and Investments

Financial Synergy Administration deliver quality products and services for a full range of superannuation and wealth management products, including: Industry Funds, Corporate Funds (Defined Benefit, Hybrid and Accumulation), SMSFs, Master Trusts, Unit Trusts, Allocated Pensions and Annuities, Term Allocated Pensions, Pooled Super Trusts and RSAs.

This highly effective team is made up of fund accountants, client services operators, trainers and compliance officers.

Fund Accounting

The Fund Accounting team encompasses all accounting functions for Unit Trusts and Superannuation Funds including BAS / IAS returns, Annual Financial Statements, APRA returns, unit pricing and investment management.

Client Service

Financial Synergy’s Client Services team provides a full service operation. They are multi-skilled across all facets of wealth management client service including call centre operations, new member processing, contributions, benefit payments, pensions, investment switches and insurance claims. This qualified and highly trained team currently administer approximately 17 Funds/ Unit Trusts/ RSAs in Melbourne, with an additional team in Hobart who specifically look after our SMSF business.

Compliance, Training and Systems Support

These teams work closely with all areas of the business to ensure all teams are up to date with legislative issues, aware of their specific needs and requirements, and also ensure that staff have the “bigger picture” of the industry in which we work. They manage a variety of tasks ranging from compliance requirements through to individual training needs and end of year statements.

 

Corporate

Financial Synergy’s Corporate team supports all areas of the company to meet the overall business strategy. This includes:

• Human Resources, including recruitment, training, career planning and development programs
• Marketing, corporate branding, public relations, communications, events and digital marketing 
• Information Technology, with a talented team providing the backbone support for all company IT requirements
• Finance & Payroll
• Office management and administration support

Other Financial Services provided by Financial Synergy include the wealthsense financial literacy tools and our Financial Synergy actuarial services.