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CFS Edge managed accounts
Transform the way you do business
Reduce the cost of investing
Partner with well known Accelerate portfolio managers and benefit from reduced investment fees and discounted platform admin fees.
Simplify diversification
Access domestic and international markets through a managed accounts structure.
Personalise client outcomes
Combine managed account portfolio expertise with superior technology.
"By selecting CFS, we partnered with a team that collaborated with us to implement and embed a managed accounts solution, and the CFS Edge technology provides clients with enhanced engagement and accessibility to their portfolios."
Dean Holmes, Absolute Wealth Advisers
Choosing the right managed account
Our experienced team are ready to help you find the right managed account solution for your clients and business.
Signature
Choose from over 170 managed accounts from our Signature menu, providing access to diverse investment styles across a range of asset classes providing choice, flexibility and quality from 32 portfolio managers.
Badged
Select a Signature managed account and brand to your practice. You’ll have the confidence that comes with partnering with a professional investment manager and a managed account investment solution exclusive to your business.
Tailored
If you prefer to be more hands on, you can partner with experts to build a unique investment proposition for your clients and your business.
Signature performance reports
Access the latest suite of monthly performance reports to use with your clients.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
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.
While all care has been taken in preparing the information contained in this website (using reliable and accurate sources), to the extent permitted by law, no one including AIL or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This website 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 can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 1300 769 619.