Early October saw the largest release of
enhancements since launch

As part of our ongoing commitment to deliver a market leading platform experience for you and your clients, we continue to action insights from advisers to drive continuous improvement to CFS Edge. 

Early October saw the largest release of enhancements since the launch of CFS Edge. Key enhancements include: 

Client onboarding: 

• More streamlined application flow ensuring relevant sections are grouped together 
• Dynamic application forms tailored for client’s account, plus a digital copy of application form stored in Document library 
• Request rollovers from SMSFs during onboarding 

Investment strategy: 

• Nominate a preferred future date for one-off direct debit transactions 
• Set a minimum investment amount on buy strategies to avoid small trades 
• More flexibility when setting investment strategies: 
  • Include managed accounts and adviser model 
  • Specify cash allocation amount in either $ or % 
  • Apply established investment strategy to the initial deposit 
  • Nominate a specific investment strategy for future SG contribution 

Workflow management: 

• Additional EPI data feeds made available: Class, BGL 
• More Multi Factor Authentication (MFA) options - either Email (new) or SMS 
• Manage client details at any time (including contact details, addresses, tax details). 

User experience: 

• Initiate client reporting from within a client account  
• Quicker access from Action menu to frequently used areas e.g., Manage pensions 
• Clearly identifiable adviser and client log in screens