Financial Synergy upgrades Acurity platform


Superannuation and investment software provider Financial Synergy has signaled it is close to releasing an updated version of its Acurity administration platform.
It said the upcoming release would accommodate Stronger Super legislative changes such as MySuper, SuperStream, and ATO integration for unclaimed super money and lost-member reporting.
It said the release was the outcome of an intensive period of consultation and development, with the company having worked closely with its client base to finalise solution designs.
"This release will give all of our Acurity users as much time as possible to test and ready themselves for what are significant changes for the industry," Financial Synergy chief executive Stephen Mackley said.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.