August wrap-up: What’s new on CFS Edge

CFS Edge Managed Account portfolio reports are now interactive

You can now explore portfolio and performance data dynamically by applying a filter on portfolio manager, asset class, investment approach and style, risk measure, series and minimum investment. 

• Monthly reports are available at the end of the month following the relevant reporting period. 
• Quarterly reports, including manager commentary, will be released at the end of the month following the quarter.

It's now easier to transfer existing group insurance cover to CFS Edge

Effective 1 September, you can transfer your clients’ default group insurance cover held with another super fund into AIA’s PPPI retail insurance product - without the need for full underwriting: 

• Transfer up to $350,000 Life/TPD cover (any occupation)
• Transfer up to $5,000 per month Income Protection (max 5-year benefit period)
• Short-form application (just seven medical questions)

Did you know: You can customise tables

The Table Editor tool allows you to include which client, account and market data information you want in the table and in the order you want. You can access the Table Editor in the client account Investment Holdings screen and the Research and Clients sidebar apps.  

Sharing documents and forms with your clients

We have outlined an easier way for you to share documents and forms with your clients, helping you be more efficient:

1. Navigate to your client’s account.
2. Select Reports and documents.
3. Select Add new document. A new popup window will appear.
4. Choose document category and archive status from the dropdown lists. 
5. Choose YES to make the document visible to your client. 
6. Click Save.

Contact us

Actioning insights from advisers and developing core features on CFS Edge remains our number one priority, with more enhancements to come through the second half of the calendar year.

If you have any questions or would like more information about these enhancements, please contact your local Business Development Team or call us on 1300 769 619, Monday to Friday, 8:30am - 6pm Sydney time.