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CFS Edge
The new possible

CFS Edge is the ultimate advice integration solution, designed to keep you at the frontier of advice.

A world of opportunity

A world of opportunity

Experience unrivalled investment capability with advanced portfolio modelling tools and access to our full suite of managed accounts.

Seamless integration

Seamless integration

Seamless, secure integration with leading advice technology providers lets you set up new clients in seconds with less risk of error.

Service you can trust

Service you can trust

Get expert help with interactive learning and in-platform support - backed by an engaging digital experience and CFS award-winning service.

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International managed accounts on CFS Edge

Access global markets with professional investment managers, while taking advantage of the benefits of a managed accounts structure.

Key topic areas

Global leading technology

Our ongoing partnership with FNZ ensures that CFS Edge continues to benefit from global expertise, ongoing R&D, and the unparalleled pace of innovation that only comes from global scale. 

Built with advisers

We’ve collaborated with advisers and delved deep to understand the opportunities across diverse practices so we can offer you an advice solution that helps unlock greater potential in your business.

Harness inbuilt intelligence

Harness inbuilt intelligence

Incorporate inbuilt, actionable insights to your unique dashboard for benchmarking and identifying business opportunities. Harness a new level of ESG intelligence to help clients invest based on what matters most to them.

Control the experience

Control the experience

Personalise your dashboard, portfolio information and platform notifications to suit your working style and maximise business efficiency, and customise your clients’ experience to suit your relationship and their appetite for online access. 

Register below to speak to a BDM, or request a personalised demonstration.

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Contact us    Call 1300 769 619

Find a Business Development Manager

Need more information or support? 

 

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Adviser use only

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.  

 

The insurance provider is AIA Australia Limited ABN 79 004 837 861, AFSL 230043 (AIA Australia, the ‘Insurer’). AIA Australia is part of the AIA Group. The respective insurance covers are provided under policies issued to the trustee.

 

This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.