As the financial advising landscape rapidly evolves, Colonial First State (CFS) takes a leap forward, unveiling its groundbreaking wealth management platform, CFS Edge. Branded as “The New Possible,” this initiative is a testament to the harmonious blend of state-of-the-art technology and modern wealth management strategies.
A Game-Changing Platform for Wealth Advisers
Designed in collaboration with FNZ, a renowned global wealth technology and services firm supported by the investment arm of former US Vice-President Al Gore, CFS Edge is no mere addition to the financial tech landscape. Instead, it emerges from a substantial $430 million technology investment by CFS over the past four years, offering a transformed experience for Australian advisers catering to higher net wealth clientele.
Backed by Al Gore’s Investment Group, CFS Takes a Bold Leap into Tech-Focused Wealth Management Solutions
Stepping into the spotlight as the first major development in the wealth management sector in nearly a decade, CFS Edge is more than just a tool—it’s an emblem of innovation and ambition. Josh Grace, the Group Executive of CFS’s Customer Office, expressed his enthusiasm for the platform, stating, “CFS Edge demanded a bold new look, signalling that a new world has opened to advisors. This is technology that adapts to how they work, so it is, in almost every way, the New Possible. Every part of our communications has been styled to reflect this.”
Industry Leaders Weigh in on the Revolutionary CFS Edge
Not just limiting its appeal to financial advisers, even those from the creative domain recognize its prowess. Vince Lagana, the Chief Creative Officer of “It’s Friday,” remarked, “CFS Edge is a step change for advisers. The visual metaphors don’t just emphasise some of its best features, they also bring to life the feelings of release and empowerment an adviser has while using them.”