A connected platform helping growth-focused advice practices scale with ambition
Built for where your practice is heading
Choosing a platform is a long-term strategic decision. The most successful advice practices don’t just plan for today, they build for tomorrow. CFS Edge gives growth-focused practices the capacity, capability and support to serve more clients and more needs.
How CFS Edge supports your practice
Three connected strengths work together to hand back capacity, grow with your clients and support your whole team.
Integration that unlocks capacity
Connected technology and integrated workflows that remove friction, automate administration and hand hours back to your team.
Capability that grows with you
From accumulation to retirement, and from zero admin fee options to wholesale solutions, CFS Edge flexes with your clients' needs.
Support at every level
A dedicated growth team, day-to-day service and outsourced delivery surround your practice, so your people can focus on clients, not admin.
Designed to keep pace with your ambition
Technology, innovation and expertise working together to help you achieve more.
Edge IQ
Our built-in AI capability helps advisers surface insights faster, prepare more efficiently and uncover opportunities across their practice, all from within CFS Edge.
Integration that unlocks capacity
The most successful advice businesses aren't built around a single technology provider. They're powered by connected ecosystems that bring together the best tools, data and expertise.
CFS Edge is designed to fit seamlessly into the way you work, connecting with the advice technology your business already relies.
The benefits of a connected platform
Reduce admin and reclaim your time
Passing client data between leading advice tools reduces manual onboarding and duplicate data entry, creating more capacity to serve clients.
Work your way, not ours
Connect the tools that matter most to your business with a broad API catalogue that lets you build a tech stack that supports the way you work.
Built for your future
Continuous innovation and native AI capabilities like Edge IQ help surface insights faster and unlock new efficiencies across your practice.
Capability that grows with you
Growth isn't only about acquiring more clients, it's about serving more client needs. CFS Edge supports every need, from simple to complex, so your platform keeps pace as your clients' needs grow.
Serve every client on one platform
Serve every client on one platform, from zero admin fee portfolios to international capability and wholesale solutions, without compromising the experience.
Support high-net-worth relationships
Extend your value beyond custody with our CFS Edge Non-Custody Service that gives a consolidated view of wealth across assets and providers.
Efficient servicing for simpler needs
The Accelerate series, available only on CFS Edge, is designed to serve lower-balance and simpler advice needs efficiently with managed accounts, without compromising client experience.
Support at every level
A platform is only as strong as the people behind it. CFS Edge surrounds your practice with expertise and support at every level, helping you navigate complexity, seize opportunities and stay focused on your clients.
What we bring to your practice
Transition without the heavy lifting
Dedicated implementation, transition and change specialists manage planning, data, book analysis and paperwork, so your team can focus on client conversations rather than administration.
Ongoing platform support
Platform optimisation specialists work alongside your team through practice visits, training and regular drop-in sessions to help drive efficiency and adoption.
Real people when you need them
Dedicated service managers help keep your practice moving. Combined with award-winning technical expertise of FirstTech, advisers can access support when it matters most.
Built with advisers, not just for them
Adviser input shapes the roadmap, with enhancements informed by real-world feedback and the evolving needs of advice practices.
Achieve more with CFS 10X
CFS 10X provides practice-growth content, education and events designed to help you build capability and find new opportunities for growth.
Scale advice delivery with managed accounts
See what's new on CFS Edge
CFS Edge investment changes
Monthly wrap-up: What’s new on CFS Edge
January and February wrap-up: What’s new on CFS Edge
Quick access to everyday tasks
See how CFS Edge could work in your practice
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We're here to help
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
¹ As at September 2026.
² Wealth Insights Platform Service Level Reports - CFS First Tech team was rated #1 by Wealth Insights for Technical Support every year since 2013.
³ Source: Investment Trends, Managed Accounts Report, March 2026.
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.