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.
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, 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.
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 and custodian of 'Avanteos Wrap Account Service' which includes CFS Edge Investments.
Colonial First State (CFS) is Superannuation and Investments HoldCo Pty Limited ABN 64 644 660 882 and its subsidiaries, which includes AIL and CFSIL. The investment performance and the repayment of capital of AIL and CFSIL products are not guaranteed.
This webpage is based on current requirements and laws as at August 2023. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It does not consider 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 PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 1300 769 619.