Working together with our administration services, Financial Synergy offers a complete and robust software platform for the wealth management industry.
An industry leader, Acurity™ software offers a complete solution from member online, reporting, compliance and more. Selected and implemented by some of Australia's leading superannuation funds and providers, Acurity is currently used to manage over 2.5 million superannuation members with over 100 billion dollars in funds under administration by clients, earning the respect of industry leaders.
Built around a central management platform, Acurity offers the ability to manage simple to the most complex of superannuation and non-superannuation products and packages, and all in real-time.
Acurity platform components
- Member Online
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Connecting members in real-time to securely access and manage their accounts and wealth management products.
- Employer Online
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Enabling employer superannuation contributions online with secure login, contributions are automatically validated and allocated to their employees' accounts.
- Advisor Online
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Achieving optimal levels of service with online tools that make transactions simple and provide clients with real-time information, allowing for better decisions.
- Business Process Management
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Enhancing performance behind the scenes giving additional functionality to the Acurity™ core product with enhanced back-end support and more management tools.
- Business Intelligence
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Smarter Solutions for business Acurity™ offers the ability for business clients to take control of on-line payments and more efficiently manage superannuation payments.
- Core Registry
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Acurity has as it base one of the most flexible and functional systems covering accumulation, defined benefit or pure investments. Powered by its own accounting system ensures quality of data and the integrity of the member's accounts.
- Core Financials
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Acurity can manage the fund accounting within its ledger or can interface into the Financials package of your choice.
- Integration Tools
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Working together seamlessly to create a perfect working balance the Acurity™ platform provides integration with best-of-breed allowing users maximum usability and access to a wide range of tools.
- Client Relationship Manager
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Smarter Solutions for business to track detailed client information and costs via a customisable dashboard.