CFS Edge is the ultimate advice integration solution, designed to keep you at the frontier of advice.
Global leading technology
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 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.
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.
New York Stock Exchange
Available now
National Association of Securities Dealers Automated Quotations Stock Market
Available now
London Stock Exchange
Available now
Borsa Italiana
Available now
Euronext Paris
Available now
Frankfurt Stock Exchange
Available now
Euronext Amsterdam
Available now
Euronext Lisbon
Available now
Euronext Brussels
Available now
SIX Swiss Stock Exchange
Available now
Copenhagen Stock Exchange
Available now
Toronto Stock Exchange
Available now
Singapore Stock Exchange
Available now
Hong Kong Stock Exchange
Available now
Stockholm Stock Exchange
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.
Australian Dollar
Available now
US Dollar
Available now
British Pound
Available now
Singapore Dollar
Available now
Canadian Dollar
Available now
Hong Kong Dollar
Available now
Euro member countries
Available now
Swiss Franc
Available now
Danish Krone
Available now
Swedish Krona
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.
Other important information
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.
Other Important information
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 disclosure
Other related disclosure documents
Significant Event Notification – Colonial First State Investments Limited Portfolios
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
18 - 21 December 8.30am to 5pm AEST
22 December, close
27 - 29 December, close
2 - 5 January, 8.30am to 5pm AEST
Contact us Call 1300 769 619
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 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.