Financial Synergy is committed to delivering innovative digital solutions and exceptional customer service to the wealth management market.
Our market leading platform provides a range of integrated modules to deliver the most complete solution for the Australian superannuation market.
We deliver a single client view, drive administrative efficiency and provide your members an online experience that drives loyalty and engagement. To check out what makes our solution great, just scroll down!
The Acurity™ platform positions your business to drive administrative efficiency, enabling speed to market for new products and providing members an online experience which drives loyalty and engagement.
Developed and owned by Financial Synergy, Acurity has been selected and implemented by some of Australia’s leading superannuation funds and providers.
Over 4 million superannuation accounts representing more than $250 billion dollars in funds under administration will be managed by the cutting edge Acurity platform.
One of our main differentiators is that most legislative change is built into our support arrangements. This means clients can rely on us to deliver legislative change at a known cost with each software release reducing risk and associated cost.
Acurity continues to evolve. The latest release contained over 380 enhancements from over 20,000 hours of research and development. We are continually recognised for our innovation with Financial Synergy being recognised in the BRW 50 most innovative companies for 2013 and 2014.
We have a track record of delivering for our customers. Our staff have a wide range of project and system expertise with proven data migration capabilities that will ensure your transition is well planned and carefully managed.
Acurity provides unparalleled levels of straight through and exception based processing. It is built for this level of new work administration where your skilled staff only need to handle exceptions and can concentrate on delivering your members more.
Acurity is flexible and functional enough to cover all your products, and is currently handling some of the most complex Defined Benefit, Accumulation and pension products in the industry. A range of licensing options and additional online modules are available to meet your needs. Hosted or in-house solutions can be provided.
An online administration portal for members, employers and advisers, Acurity Online delivers:
To serve the superannuation industry of the future, Financial Synergy is committed to ongoing investment and development to reinforce its market leading position.
Check your balance
Update your details
View transaction history
Consolidate your super
Project your benefits
Check if you are on track
Choose how to receive correspondence
Move your investments
Set up Employer contributions
Financial Synergy provides a range of financial literacy tools designed to help members:
The advanced real time calculators help with the important choices and allow you to model results and see the difference when assumptions such as contributions, earning rates and date of retirement or death change.
You can help members get the most from their superannuation and build toward a comfortable, planned future while driving member engagement, brand loyalty and growing funds under management.
We share many of our clients’ company values, are dependable and easy to deal with. Some try to point to our size as a disadvantage. We think it helps us be nimble, flexible and scale to meet your needs. We invite you to contact our referees to confirm this strength.