CFS Edge adviser hub

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.

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.  

How to get the most out of sub-accounts 

CFS Edge allows sub-accounts where you can group or bucket assets in different sub holdings within a client’s account. 

You can add more sub-accounts whenever you want and rename existing sub-accounts to suit the investment strategy or, in the case of trusts and SMSFs, to distinguish between underlying owners. 

To edit a sub-account, navigate to the client account > Settings > Account details and click on the ellipsis (three dots) next to each sub-account.

Did you know: You can customise tables

You can include the information you want and export tables in the format that suits you. The Table Editor tool allows you to include which client, account and market data information you want in the table and in the order you want. You can access the Table Editor in the client account Investment Holdings screen and the Research and Clients sidebar apps.  

How to share documents and forms with your clients

1. Navigate to your client’s account.

2. Select Reports and documents.

3. Select Add new document. A new popup window will appear.

4. Choose document category and archive status from the dropdown lists. 

5. Choose YES to make the document visible to your client. 

6. Click Save. 

The following changes went live on CFS Edge on the weekend of 26-27 July.  

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.  

Performance reporting 

We’ve created a user guide to performance reporting on CFS Edge. The guide includes a snapshot of the key differences in reporting between Wrap and Edge. Check out the guide.

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.