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CFS Edge
Welcome to the new possible

CFS Edge is the ultimate advice integration solution, designed to keep you at the frontier of advice.

Global leading technology

Our ongoing partnership with FNZ will ensure that CFS Edge continues to benefit from global expertise, ongoing R&D, and the unparalleled pace of innovation that only comes from global scale.

Welcome to CFS Edge. It's more than a wrap. It's your ultimate advice integration solution. A new edge in integration. Where one seamless interface frees you to be the architect of your ecosystem. A new edge in control. Letting you personalize the experience so it's more suited to how you work. A new edge in data intelligence. With remarkable new insights to make more informed decisions faster. A new edge in opportunity. Access our full suite of managed accounts and unrivaled investment capability. And new edge in service. With an engaging digital experience backed by our award winning support. It’s global leading technology. Built with our local expertise. Designed to keep you at the frontier of advice. CFS Edge. Welcome to the new possible.

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Managed accounts with 0% admin fees CFS Edge Accelerate 100

Harness the power of zero admin fees, zero clunky rebates and zero full menu restrictions


Built with advisers

We’ve collaborated with advisers and delved deep to understand the opportunities across diverse practices so we can offer you an advice solution that helps unlock greater potential in your business.

Seamless integration

Seamless, secure integration with leading advice technology providers lets you set up new clients in seconds with less risk of error. Our expanding range of partners means your favourite fintechs will be able to build integration links with CFS Edge via our open access portal.

Harness inbuilt intelligence

Incorporate inbuilt, actionable insights to your unique dashboard for benchmarking and identifying business opportunities. Harness a new level of ESG intelligence to help clients invest based on what matters most to them, and engage them with tailored ESG reporting.

Service you can trust

Workflow management tools help you prioritise and plan like never before, while interactive learning and in-platform support offers expert help – backed by an engaging digital experience and CFS's award-winning service.

A world of opportunity

Access our full suite of managed accounts and unrivalled investment capability, with advanced portfolio modelling tools to let you assess portfolios from new perspectives.

Control the experience

Personalise your dashboard, portfolio information and platform notifications to suit your working style and maximise business efficiency, and customise your clients’ experience to suit your relationship and their appetite for online access.

What could CFS Edge do for your practice?

Arrange a demo or BDM chat

New Features

Global leading technology means our standard and pace of innovation will continually lead the Australian platform market.  

As part of our ongoing commitment to deliver a market leading experience for you and your clients, we’ve introduced a range of new features to CFS Edge in December. 

 

Please note: New disclosures for CFS Edge have been published online. A CFS Edge Supplementary PDS and CFS Edge Supplementary IDPS Guide (effective 9 December 2023) are now available for download at cfs.com.au/cfsedge

Accelerate 100 Managed accounts with 0% admin fees


The CFS Edge Accelerate Series lets you combine low-cost SMAs and sophisticated investment options in one single account, on one contemporary platform. Learn more.

Streamlined origination process
 

It’s even easier to setup clients and accounts on CFS Edge. During origination, you can now:

  • Select and charge a one-off advice fee, and
  • Nominate a future commencement date for ongoing advice fees.
Provide a whole of wealth view
 

Add external assets including property and investments to CFS Edge Investments accounts to provide a comprehensive whole of wealth view of your client’s financial position.

Easily monitor cash withdrawals
 

Get a summary view of withdrawals across your clients’ accounts within a specific date range via a new Cash withdrawals report accessed via the Reporting > Business reporting screen in CFS Edge.

Access for third party financial representatives

 

Provide read only access to your client’s CFS Edge account(s) to third party financial representatives such as accountants, lawyers and SMSF administrators. Access the request forms in the Forms Library on the CFS website

International listed securities 

 

Access international equities across 15 stock exchanges, including the New York Stock Exchange and the NASDAQ, to open up even greater investment opportunities for your clients. 

Market Identifier code
Stock exchange
Available
Market Identifier code
NYSE  
Stock exchange
NYSE  

New York Stock Exchange   

Available
NYSE  

Available now

Market Identifier code
NASDAQ  
Stock exchange
NASDAQ  

National Association of Securities Dealers Automated Quotations Stock Market   

Available
NASDAQ  

Available now

Market Identifier code
LSE
Stock exchange
LSE

London Stock Exchange

Available
LSE

Available now

Market Identifier code
BIT  
Stock exchange
BIT  

Borsa Italiana   

Available
BIT  

Available now

Market Identifier code
XPAR  
Stock exchange
XPAR  

Euronext Paris 

Available
XPAR  

Available now

Market Identifier code
XETRA  
Stock exchange
XETRA  

Frankfurt Stock Exchange 

Available
XETRA  

Available now

Market Identifier code
XAEX  
Stock exchange
XAEX  

Euronext Amsterdam

Available
XAEX  

Available now

Market Identifier code
XLIS  
Stock exchange
XLIS  

Euronext Lisbon

Available
XLIS  

Available now

Market Identifier code
XBRU  
Stock exchange
XBRU  

Euronext Brussels   

Available
XBRU  

Available now

Market Identifier code
XSWX  
Stock exchange
XSWX  

SIX Swiss Stock Exchange

Available
XSWX  

Available now

Market Identifier code
OMX  
Stock exchange
OMX  

Copenhagen Stock Exchange

Available
OMX  

Available now

Market Identifier code
TSX  
Stock exchange
TSX  

Toronto Stock Exchange   

Available
TSX  

Available now

Market Identifier code
SGX  
Stock exchange
SGX  

Singapore Stock Exchange   

Available
SGX  

Available now

Market Identifier code
HKEX  
Stock exchange
HKEX  

Hong Kong Stock Exchange   

Available
HKEX  

Available now

Market Identifier code
STO  
Stock exchange
STO  

Stockholm Stock Exchange   

Available
STO  

Available now

Foreign currency 

 

Purchase and sell 10 currencies, including US dollars, Euros and GB pounds, directly through CFS Edge using the foreign exchange order pad.  

Currency code
Currency
Available
Currency code
AUD  
Currency
AUD  

Australian Dollar   

Available
AUD  

Available now

Currency code
USD  
Currency
USD  

US Dollar

Available
USD  

Available now 

Currency code
GBP  
Currency
GBP  

British Pound 

Available
GBP  

Available now

Currency code
SGD  
Currency
SGD  

Singapore Dollar

Available
SGD  

Available now

Currency code
CAD  
Currency
CAD  

Canadian Dollar

Available
CAD  

Available now

Currency code
HKD  
Currency
HKD  

Hong Kong Dollar   

Available
HKD  

Available now

Currency code
EUR  
Currency
EUR  

Euro member countries   

Available
EUR  

Available now

Currency code
CHF  
Currency
CHF  

Swiss Franc   

Available
CHF  

Available now

Currency code
DKK  
Currency
DKK  

Danish Krone   

Available
DKK  

Available now

Currency code
SEK  
Currency
SEK  

Swedish Krona  

Available
SEK  

Available now

 

You can access our updated disclosure documentation, including the new Investment list for CFS Edge, online at cfs/cfsedge.com.au

Products

CFS Edge Managed Accounts

CFS Edge has been designed with managed accounts at its core. Access leading investment capability and create solutions tailored to your clients.

CFS Edge Super and Pension

CFS Edge Super and Pension provides access to a diverse range of investments, flexibility to design a suitable portfolio, and comprehensive reporting.

 

CFS Edge Investments

CFS Edge Investments provides a full administration service, access to a diverse range of investments, flexibility to design a suitable portfolio, and comprehensive reporting.

Register below to speak to a BDM, or request a personalised demonstration.

Helpful tools and resources

Fee calculator

Try our fee calculator to work out what fees your clients could be paying across their CFS Edge Super, Pension, and Investment accounts.

Insurance

You can access AIA’s market leading ‘Priority Protection for Platform Investors’ insurance product through your CFS Edge Super or IDPS account.

Latest news & insights

Stay informed with the latest news, investment insights, and market updates from the CFS investment team and our investment professionals.

Forms and Member information

Adviser & Licensee forms 

Client onboarding and servicing 

Withdrawals and claims 

Third Parties 

Industry Forms

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Contact us    Call 1300 769 619

Find a Business Development Manager

Need more information or support? 

 

Adviser login

Sign into our platforms.

 

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 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.