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January 19, 2024
Financial advisers using Colonial First States (CFS) new platform CFS Edge can now access quoted products from Cboe Australia (Cboe).
December 14, 2023
Insignia Financial (Insignia)s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge.
December 5, 2023
The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management last month.
November 8, 2023
Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform.
November 6, 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm.
October 25, 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. Its also added a new nesting capability.
October 19, 2023
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments.
September 6, 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform.
August 1, 2023
After several months delay, Colonial First States much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying its expected the new offering will fare as well as FirstChoice.
August 1, 2023
Keeping great service, integrating with advisersโ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its Edge platform.