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See how your feedback is shaping what we do—here’s where you’ll find updates on service improvements and platform enhancements
Upcoming improvements to platform notifications
We’re enhancing client notifications to give you and your clients more control and clarity. These updates will roll out in stages:
September updates
- Clients will be able to set their own notification preferences.
- A “Mark all as read” option will be available.
- Notification reminders will stop after two days.
- Advisers will receive alerts when term deposits mature.
Later this year
- You’ll be able to manage notification preferences on behalf of your clients.
- New adviser notifications will be added for rollovers received, fee renewal and consent confirmation, and minimum cash drawdowns.
Did you know?
You can see managed fund investment data on the Order Pad
When buying or selling managed funds, you can easily access investment data on the trading screen. Simply enter a unit or amount to buy or sell and the Investment data box will pop up on the right of the screen, showing the estimated settlement date. Just scroll down to see more data, including the fund’s annual report, fact sheet, prospectus, and target market determination.
What's new?
The following enhancements are now live on 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.
What's coming up on the roadmap?
We're moving quickly and you can expect to see enhancements to the platform every 4-5 weeks.
Some of the improvements coming next month (August) include:
Reporting
- Asset allocation look through: You'll be able to see the underlying asset classes for balanced/diversified investments on asset allocation graphs onscreen and in client reports.
- Cash and investment report: You'll be able to customise the report to view only your selected transaction type.
Login and security
- Multi-factor authentications: We'll allow offshore teams to receive the one-time passcode via email instead of mobile phone.
- Investor login: We'll remove the countdown timer to re-request a multi-factor authentication code and simply inform clients when this is available if needed.
We'll share more of the changes happening in August over the coming weeks.
Looking further ahead, we'll be focused on some consistent themes:
- Client experience, including the investor portal, mobile app, and platform notifications.
- Work tracker.
- Platform reporting for your clients and to support your own business management.
Performance reporting on CFS Edge
This weekend we made performance reporting from Wrap available on another 10,000 accounts, with just a small volume of accounts remaining.
The final tranche requires extra validation due to the complexity of investments and length of time the account was held on Wrap. We expect to make performance history for these accounts available by mid-August.
Performance reporting user guide
We’ve created a guide to performance reporting on CFS Edge. The guide includes a snapshot of the key differences in reporting between Wrap and Edge.
Helping you make the most of Edge
We regularly run short, topic-based training modules for CFS Edge, covering platform functionality.
Register for a webinar at a time that suits you via the links below.
How to track external rollovers
It's easy to track the status of inflight external rollovers into CFS Edge, including SuperStream message details. Simply find your client, navigate to Product details and select the Rollovers tab.
Monthly performance reports are available for managed accounts
Each report provides:
- top 10 holdings
- monthly performance history (since inception)
- portfolio profile.
Access the reports here.
Recent news
Access enhanced reporting
You can now generate reports more easily by quickly selecting at account, client, or family group level. There's also an improved date range selector.
For family groups and clients with multiple accounts, you can generate consolidated reporting including portfolio valuation, asset allocation, fees and performance.
We’ve also improved the layout of some reports, including presenting more information on each page.
Enhancing client reporting remains a priority area with more improvements planned later this year.
Client notification alerts
For clients with the daily default alert frequency in place, daily email and/or SMS alerts will now cease after seven days. If the client logs into CFS Edge and marks the notification as Read before then, the alerts will cease.
We've also made some design changes to improve the look and feel of the email alerts, including reducing the terms and conditions wording in the footer.
You can now keep the same password for 12 months
We’ve extended the CFS Edge password expiry period, so you and your clients only need to create a new login password every 12 months instead of every three months.
Access wholesale term deposits
We’ve made NAB wholesale term deposits available on CFS Edge.
We’ve resolved an issue related to term deposit rates which are now visible 24/7, so you can view and buy term deposits at any time.
More choice and flexibility on managed accounts
Signature menu additions: We’ve added the Sandstone Income Portfolio, managed by MST Financial, to the CFS Edge platform. The portfolio offers professionally managed exposure to a diverse mix of credit and income assets with active oversight from MST Financial’s experienced team.
Switches and transfers: You can now view source and destination accounts and choose from dollar or percentage values when creating an intra-transfer transaction.
Rebalancing exclusion: You can now pause clients’ managed accounts from being rebalanced in CFS Edge, reducing the risk of delays to functions such as super account transfers.
Performance history: The new monthly performance bulletin for managed accounts on CFS Edge is now available, located top right.
Click to chat update
We’ve implemented an update to Click to Chat to improve availability of this popular communication channel.
Need help?
The red Need help tab has been replaced with a navy blue circular icon. It still has all the same resources, including FAQs, guides and videos.
IDPS in-specie transfer to super
We’ve updated the Asset Transfers Out and Asset Transfers In tool so you can use it to complete an IDPS transfer to super in CFS Edge.
This means you don’t need to sell down investments to transfer into super and holdings will be transferred faster.
You can find a guide to this process in the Need Help menu in CFS Edge.
Four ways we’re making your experience better
Better service, first time
We’re upskilling our teams so you get the help you need on the first call.
Simpler processes
We’re streamlining forms and business rules to save you time.
Enhanced platform functionality
We’re giving you more control and easier access to the tools and information you need.
A smoother client experience
We’re reducing notifications, adding preference settings, simplifying logins, and making it easier to view joint accounts and family group portfolios.
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 document is based on the understanding of current regulatory requirements and laws as at the date of this email. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document 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/cfsedge, 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/cfsedge or by calling us on 1300 769 619.