12 December 2017
visit www.solutions.lexisnexis.com

ClearView installs Financial Synergy’s Acurity platform

14 May 2015  |  1806 views  |  0 Source: Financial Synergy

Clearview Wealth, an Australian funds and wealth manager, has gone live with Financial Synergy’s Acurity reporting and administration software in order to get a clear view of its operations.

The Acurity platform comprises of the Member Online software tool, Adviser Online and Core Registry tools, which have collectively been implemented at ClearView to run its new WealthFoundations superannuation and pension product line.

The new straight through processing (STP) solution will also support ClearView’s wealth product team to better manage the administration needs of contributions, accounting, financial reporting and compliance reporting to agencies such as the Australian Taxation Office and Centrelink.  

The Acurity platform is able to support a wide range of super and non-super product types including managed account and defined rule style offerings. This flexibility ensures that ClearView has the appropriate infrastructure in place to migrate products from existing platforms, plus develop new products in the future as the new system beds in. Clients, advisers and administrators can all access the system.

Commenting on the installation, Tony Thomas, general manager of operations and IT at ClearView, said: “We were trying to get to market in a very aggressive timeframe with some cutting edge and first-to-market features. Without the commitment and support of Financial Synergy we would not have been able to achieve this outcome. One of the most important things was being able to work closely with the Acurity team to deliver the platform and products on time and to the high standards we were looking for.”

“In addition, we needed a system that we could rely on to keep pace with the ever growing changes in the regulatory regime,” he continued, with future rule changes and market developments in mind.

 

 

Comments: (0)

Comment on this story (membership required)

Related blogs

Create a blog about this story (membership required)
visit www.response.ncr.comvisit www.aciworldwide.comvisit www.atos.net

Top topics

Most viewed Most shared
Saxo Bank's 'Outrageous Prediction': Bitcoin to peak at $60k next year before spectacular crashSaxo Bank's 'Outrageous Prediction': Bitco...
11741 views comments | 7 tweets | 7 linkedin
Deutsche Bank paper hails 'huge' blockchain potentialDeutsche Bank paper hails 'huge' blockchai...
8540 views comments | 15 tweets | 21 linkedin
Santander UK poaches Barclays innovation chief Michael HarteSantander UK poaches Barclays innovation c...
7025 views comments | 8 tweets | 17 linkedin
Alior Bank to use Open API platform and accelerator to create fintech marketplaceAlior Bank to use Open API platform and ac...
6685 views comments | 19 tweets | 11 linkedin
PSD2: Laying the regulatory foundation for a new age in paymentsPSD2: Laying the regulatory foundation for...
6322 views comments | 17 tweets | 35 linkedin

Featured job

Competitive base, double ote, benefits
London, UK

Find your next job