Search Results | Showing 1 - 10 of 16 results for "CFS FirstWrap" |
| | ... five administration platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning ... |
| | | ... Financial Advice Landscape Report said Netwealth delivered the best investment functionality. HUB24, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the ... |
| | | ... months, as well as the acquisition of Diversa. Despite the competitive edge offered by its business management tools, CFS FirstWrap dropped to fourth place, while Macquarie Wrap dropped out of the top five this year. Netwealth retained the top spot ... |
| | | ... billion by 2020, and IMAP's recent Managed Account FUM Survey estimating it to be worth $39.2 billion at present, CFS FirstWrap currently holds $6 billion across its managed account offerings. "Our pipeline of clients, and the opportunities we see as ... |
| | | ... its net equity exposure. The Kardinia Fund is available on a number of platforms and has recently been added to CFS FirstWrap. |
| | | ... team, and has achieved a total 10.69% return over five years (net of fees). It is also available through BT Wrap, CFS FirstWrap, netwealth, Macquarie Wrap and HUB24. "The fund's success reflects not only the returns which could be achieved by truly active ... |
| | | Four funds from Van Eck's exchange-traded funds arm, Market Vectors, have been added to Colonial First State's FirstWrap platform. Established in 2006, Market Vectors has ETFs that cover multiple asset classes including equities, fixed income and currency ... |
| | | The Insync Global Titans Fund has been added to CFS FirstWrap. The Fund, which was launched in 2009, uses equity derivatives to protect investors during downturns. "We are delighted to join Colonial First State FirstWrap in the international equities ... |
| | | CFS FirstWrap platform was awarded 'Best Platform Overall', 'Best Navigation and User Interface' and 'Best Product Offering' in the recent Investment Trends December 2013 Platform Benchmarking Report CFS FirstChoice platform was awarded 'Best Master ... |
| | | ... shares and corporate actions functionality, as well as building fee disclosure statement (FDS) tools from scratch. CFS FirstWrap topped the ranking of full-function platforms by overall functionality for the second year in a row for its navigation and ... |
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