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Here’s a quick wrap-up of enhancements we’ve made in September as we continue to action insights from advisers and develop core features on CFS Edge.
Login and security
- Investor login: We've removed the countdown timer to re-request a multi-factor authentication code and simply inform the client when this is available if needed.
- Multi-factor authentications: Offshore teams can now receive the one-time passcode via email.
Reporting
- Asset allocation look through: You can see the underlying asset classes for balanced/diversified investments on asset allocation graphs onscreen and in client reports.
- Cash and investment transaction report: You can customise the report to view only cash transactions, only investment transactions, or both.
Date and time
- We’re standardising date formats to DD-MM -YYYY across the platform to avoid confusion (e.g. 16-Aug-2025.)
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.
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
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.
This webpage 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. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.