CFS Edge, the ultimate advice integration solution, has launched in market bringing advisers unparalleled tailoring for their practices and their clients.
CFS Edge, CFS’s new wealth management platform offering super, pension and investments capabilities, has launched in market today.
Developed in collaboration with FNZ and with input from advisers, CFS Edge is the first major new platform to launch in the Australian wealth management sector in almost a decade.
CFS Edge offers seamless two-way integration with financial planning software including Iress XPlan and AdviserLogic to transform the way advisers do business. The platform enables digital adviser workflows, advanced data analytics, and integrated app store and analysis tools for licensees, advisers and clients.
“CFS Edge is the first major new platform in the Australian wealth management sector in almost a decade. It utilises the best global wealth management technology and has been uniquely co-developed with financial advisers from the very start,” said Kelly Power, Chief Executive Officer of Colonial First State Superannuation.
Managed accounts take the lead
CFS Edge is also the first major wealth management platform with managed accounts at its core. Combined with the advanced modelling tools on offer, advisers on CFS Edge are able to access even deeper portfolio analysis and insight into their clients’ portfolios.
Key features
CFS Edge sets itself apart by offering:
Two-way integration with financial planning software in real time to prevent rework.
A highly configurable, modular interface which advisers can personalise to suit business needs.
Advanced data analytics including predictive insights and alerts to help advisers spot new growth opportunities.
Managed accounts to provide even more flexibility to advisers and clients.
More information
For more information about CFS Edge or to request a demo, please contact your local Business Development team.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.