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Showing 1 - 10 of 97 results for "FirstWrap"

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... Edge. Having officially launched in August, Edge is the third platform CFS has on offer, together with FirstChoice and FirstWrap. CFS group executive Bryce Quirk said "the new relationship with Viridian cements CFS Edge as a platform of choice for high ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... group of advisers over the last two or three months," Quirk explained. In addition to Edge, CFS offers FirstChoice and FirstWrap as a two-platform strategy. While CFS is currently committed to continuing this strategy, Edge will replace FirstWrap over ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... CFS FirstChoice Fund and Commonwealth Essential Super invested in in-house products. It also affected members in the FirstWrap Pooled Cash Account who earned lower interest rates well below the market so that for CFSIL could retain the margins for its ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... centrally and efficiently." A spokesperson for the investment manager said the planning for the migration of the exiting FirstWrap and white label wrap members to CFS Edge is underway.

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... providers. AMP's MyNorth, Netwealth Accelerator and BT Panorama all received five apples, while Colonial First State FirstWrap Plus and Macquarie Consolidator II received four apples. "We expect to rate more platforms over time including some of the ...

First app for FirstWrap

JAMIE WILLIAMSON  |  THURSDAY, 7 JUL 2022
The Colonial First State FirstWrap mobile app will give members access to their superannuation, pension, and investment accounts via their phone. The app is available on both Apple and Android devices and can be used to view total portfolio balances ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... mandate in a bid to revamp its wrap platform. Specialist investment platform provider FNZ won the task of transforming FirstWrap, replacing its underlying technology as CFS attempts to cement its lead in the market. CFS chief distribution officer Bryce ...

CFS extends SimCorp partnership

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
... transform the business to remain competitive. A large portion of it will be dedicated to its two platforms, FirstChoice and FirstWrap. SimCorp Asia Pacific managing director Oliver Johnson commented: "As the industry is fast becoming more complex and ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... transform the business to remain competitive. A large portion of it will be dedicated to its two platforms: FirstChoice and FirstWrap. "FirstChoice is very much focused on improving digitisation, straight through processing and speed and accuracy. We ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing director of financial advice Tizzy Vigilante said the automated solution will result in reduced time spent ...
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