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Here’s a quick wrap-up of enhancements we’ve made in July as we continue to action insights from advisers and develop core features on CFS Edge.
Menu and navigation
The Investment Strategy options are now easier to find, with more intuitive wording.
Reporting
The performance report has a fresh look and feel, with improved layout, spacing, fonts, and chart display.
Advice fee wizard
You can upload multiple documents during the advice fee consent process.
Usability
Account IDs are displayed (in addition to the Account name) in the account widget on the client screen and account types and investment codes are displayed on the trading screen.
Pension functionality
You can now:
- amend the pension payment date for your clients before the account is funded, giving greater flexibility and control, and
- see details on a real-time display of Condition of Release (COR) and 'Total pension paid this financial year' on the pension details screen, reducing your need to contact us for this information.
Performance reporting
We’ve created a user guide to performance reporting on CFS Edge. The guide includes a snapshot of the key differences in reporting between Wrap and Edge. Check out the guide.
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.