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 and deliver new innovations to CFS Edge.
In recent months, we’ve focussed on enhancing core features of the platform including:
Client onboarding
- Made the client digital consent process during onboarding faster and easier, with less clicks and simpler navigation
- Made it easier to transfer assets to CFS Edge, including a bulk upload template, earlier form generation and more
- Provided access to a new pre-populated Super choice form
- Simplified authorisation requirements when uploading documents of the same type
Workflow management
- Introduced a paper-based form for ongoing and fixed term fee consent
- Increased trade limits on ASX large cap stocks and trade validation for small cap stocks
- Enhanced fee reporting to help you proactively manage your advice fee arrangements
CFS Edge also continues to expand its investment menu to meet the growing demands of financial advisers and their clients. Highlights in the last quarter of FY24 include:
- Introduced 38 new Managed Funds and ETFs based on demand, bringing the number of available options to over 700
- Added Tokyo Stock Exchange, bringing the total number of available markets to 16
- Added Japanese Yen, bringing the total number of available currencies to 11
- Added new Signature and Tailored SMAs (including 5 new Drummond Accelerate 100 portfolios), bringing the total number of portfolios to over 175
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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.