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Financial Synergy Holdings Pty Ltd

Financial Synergy Financial Synergy has provided wealth management solutions to the Australian market for over three decades. With offices in Melbourne, Sydney, Brisbane and Wollongong, Financial Synergy currently services around 40 clients who look after the superannuation accounts for around 4 million members representing $250 billion of funds under management. As a leading independent platform and specialised administration provider, Financial Synergy is committed to delivering exceptional customer service and innovative technology solutions for the wealth management market. We make it our business to equip our clients with the tools needed to deliver service excellence to their members. Our target markets include superannuation funds, mutuals and tier 2 banks who are seeking features such as white labelled online super, direct investment functionality for existing or new funds or the ability to move to a system that delivers more. We provide software to this full range of institutions and also provide a niche administration service to a small group of clients (Financial institutions including customer owned banks). Our clients rely on us to provide services and solutions that keep them competitive, legislatively compliant and operationally efficient. Financial Synergy prides itself on our long term customer relationships and our long term commitment to the Australian Wealth Management industry.

Overview

Region ANZ
Product Focus CEM - Customer Communications Management;ANALYTICS - Actuate;BPM - BPMSuite - Process360;BPM - Dynamic Case Mgmt (Case360);ECM - Capture & Recognition
Type of Partnership Technology;Reseller
Industry Focus Financial Services

Products and Services Overview

Financial Synergy's main product is our Acurity wealth management platform. The platform provides the registry, accounting base and online portals that allow our customers to deliver compliant, efficient services to their members. Our on line portals deliver a market leading experience for members, administrators, employers and Financial Advisors. Financial Synergy’s strategy is to leverage market leading capabilities to deliver a complete solution. This is why Financial Synergy have selected and successfully partner with OpenText to provide Process, Case, Document, Capture and Communications management. The combined Acurity and Client Management capabilities deliver the most complete superannuation solution in the market.

Corporate Address

Level 9 360 Elizabeth St
Melbourne
VIC
AU
3000

(039) 654-1399