The AI-powered intelligence inside CFS Edge that helps you spend less time preparing and more time with clients.
More time where it counts
Too much of an adviser's day goes into piecing together client information across screens, reports and workflows, all before a conversation even begins.
Edge IQ brings client, practice and business insights together in one place, so your team spends less time preparing and more time identifying opportunities and delivering better client outcomes.
What is Edge IQ?
Edge IQ is CFS Edge’s native AI-powered intelligence. Ask it a question in plain language and it surfaces the client information you need to support your thinking and your client conversations. Ask for what you need, and get it on demand:
Client snapshots
Key client information, consolidated into a single view.
Pre-meeting briefs
The details you need for your next meeting, ready to go.
Portfolio projections
On-demand projections to inform the conversation ahead.
Conversation ready
Get questions your client may ask, based on their portfolio.
Why practices value Edge IQ
Hours back before every meeting
No more hunting across screens and reports - the prep is done for you.
Insights where you already work
It lives inside CFS Edge, so there’s nothing new to log in to or learn.
Better-informed conversations
Walk into every client meeting with the right picture in front of you.
Designed to fit the way you work
A simple conversation is all it takes.
Start with pre-built prompts
Ready-made prompts get you to a useful answer in seconds.
Follow the suggested next steps
“Next best” prompt options guide you to the detail that matters.
Ask in your own words
Free-text prompts let you refine any output to suit the client.
Built with practices, not just for them
Edge IQ was shaped with selected advice practices through a hands-on lab phase, so it reflects how practices really work, and is genuinely useful for platform users.
Future innovation, already underway
This is just the beginning. Edge IQ is built to grow with your business. Our roadmap is focused on helping advisers and practices unlock more capacity through intelligent automation, deeper integration and connected workflows. Future enhancements to Edge IQ will include:
Personalised prompting
Utilise free-text when initially prompting to get the the exact details you need immediately.
Seamless software integration
Create a single, connected view of your business with seamless integration with external software.
AI-driven workflow automation
Reducing administration, accelerate advice delivery and help advisers scale their practice.
See Edge IQ in practice
Book time to walk through Edge IQ and see how it works. Leave your details and we’ll connect you with the right person.
Explore more of CFS Edge
Growth isn't only about acquiring more clients, it's about serving more client needs. CFS Edge supports every need, from simple to complex, so your platform keeps pace as your clients' needs grow.
CFS Managed Accounts
Scale advice delivery with managed accounts built in CFS Edge and supported end to end.
CFS Edge
A connected platform helping growth-focused advice practices scale with their ambition.
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.
The insurance provider is AIA Australia Limited ABN 79 004 837 861, AFSL 230043 (AIA Australia, the ‘Insurer’). AIA Australia is part of the AIA Group. The respective insurance covers are provided under policies issued to the trustee.
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.