What’s new on CFS Edge: Recent enhancements and innovations

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