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
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
