Synergee
Providing Synergee With a Much-Needed Single Source of Truth
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Fullsight
With all your client data in one secure location you can see everything and share a single version of the truth with the client.
Data standardisation
Simplify how you work by having all client data stored in a standard and uniform chart of accounts, no matter how it was presented in the original data source.
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Real-time integrations
Always have the latest data available when you need it, automatically.
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Hindsight
Our standardised and automated compliance and financial reporting means completing common accounting workflows can take just hours, not days.
Workflow automation
Get more done faster. Standardise and automate accounting and compliance workflows across your firm.
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Real-time collaboration
All client and team communication, files and data is shared on the same financial platform.
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Easy reporting
Get a wide range of visually appealing financial reports pulling directly from the data hub at the click of a button.
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Insight
Silverfin gives you the tools and business intelligence to provide the insight and advice your clients want.
Client benchmarking
Identify trends in the data, as they happen, across your client portfolio. Unlock opportunities to give advice or offer new services.
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Analysis
Up-to-date financial data available on-demand helps you produce deeper analytical insights.
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Client portals
Give clients immediate access to the key financial information and advice they need to take business decisions.
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Foresight
Use Silverfin to improve the quality of your existing advisory services and unlock new services and revenue streams in the future.
Predictive intelligence
Create automated alerts across you whole client portfolio to monitor risks or tell you when clients reach key events that need action.
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Real-time activation
When alerts are activated, immediately notify your team to take action or inform other management systems.
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New advisory services
Develop new revenue streams from value-added client advisory services developed on our platform and using our data, alerts, collaboration, analytics and reporting capabilities.
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