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 unrivalled 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.
As part of our ongoing commitment to deliver a market leading experience for you and your clients, we’ve introduced a range of new features to CFS Edge in December.
Please note: New disclosures for CFS Edge have been published online. A CFS Edge Supplementary PDS and CFS Edge Supplementary IDPS Guide (effective 9 December 2023) are now available for download at cfs.com.au/cfsedge
Accelerate 100 Managed accounts with 0% admin fees
The CFS Edge Accelerate Series lets you combine low-cost SMAs and sophisticated investment options in one single account, on one contemporary platform. Learn more.
Streamlined origination process
It’s even easier to setup clients and accounts on CFS Edge. During origination, you can now:
- Select and charge a one-off advice fee, and
- Nominate a future commencement date for ongoing advice fees.
Provide a whole of wealth view
Add external assets including property and investments to CFS Edge Investments accounts to provide a comprehensive whole of wealth view of your client’s financial position.
Easily monitor cash withdrawals
Get a summary view of withdrawals across your clients’ accounts within a specific date range via a new Cash withdrawals report accessed via the Reporting > Business reporting screen in CFS Edge.
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.
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.
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.
Investment list
Download our weekly investment list
Forms and Member information
Adviser & Licensee forms
- CFS Licensee registration form
- CFS Edge Iress Open integration consent form
- CFS Authorised representative registration form
- CFS Platform user access form
- CFS Licensee Terms
Client onboarding and servicing
- CFS Edge SuperChoice fund nomination form
- CFS Edge SMSF Choice fund nomination form
- AIA Priority Protection for Platform Investors Insurance Application Form
- AIA Express Takeover Terms
- AIA Modified UW Takeover Terms
- CFS Edge Super-Pension Rollover transfer in request
- CFS Edge Super-Pension Non-lapsing beneficiary nomination
- CFS Edge Super-Pension Non-binding beneficiary nomination
- CFS Edge Pension Reversionary beneficiary nomination form
- CFS Edge Investments Limited general Power of Attorney
- CFS Edge Investments Change of bank account details (direct debit and direct credit authority)
- CFS Edge Super-Pension Change of bank account details (direct debit and direct credit authority)
- CFS Edge Change of adviser form
- CFS Edge Non-advised trade request
Withdrawals and claims
- CFS Edge Super-Pension Withdrawal form
- CFS Edge Super-Pension Financial hardship application
- CFS Edge Super-Pension Permanent incapacity application
- CFS Edge Super-Pension Terminal medical condition application
- CFS Edge Super-Pension Family law split application
- CFS Edge Super-Pension Death benefit claim form
- CFS Edge Pension Reversionary pensioner declaration form
- CFS Edge Investments Death benefit claim form
- CFS Edge Investments Account closure form
- Example of account closure letter
Third Parties
- CFS Edge Third party user registration form
- CFS Edge Third party access request
- CFS Edge External broker registration form
- CFS Edge Term Deposit provider registration & maintenance form
Industry Forms
- ATO Capital gains tax cap election
- ATO Contributions for personal injury election
- ATO Downsizer contribution
- ATO Inactive low balance account declaration
- ATO Notice of intent to claim or vary a deduction for personal super contributions
- ATO Recontribution of COVID19 early release amounts
- ATO Superannuation contributions splitting application
- ATO Tax file number declaration
- 24GN FSC FPA AML ID FORM (Schedule 1) - Individuals & Sole Traders
- 24GN FSC FPA AML ID FORM (Schedule 2) - Australian Companies
- 24GN FSC FPA AML ID FORM (Schedule 3) - Foreign Companies
- 24GN FSC FPA AML ID FORM (Schedule 4) - Australian Regulated Trusts (including SMSF)
- 24GN FSC FPA AML ID FORM (Schedule 5) - Unregulated Australian Trusts & Foreign Trusts
- 24GN FSC FPA AML ID FORM (Schedule 6) - Partnerships & Partners
- 24GN FSC FPA AML ID FORM (Schedule 7) - Associations
- 24GN FSC FPA AML ID FORM (Schedule 8) - Registered co-operatives
- 24GN FSC FPA AML ID FORM (Schedule 9) - Government Bodies
- FSC FPA AML ID FORM (Schedule 12) - Tax Status Declaration Form – Individuals
Other related disclosure documents
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
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, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
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.