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Showing 61 - 70 of 97 results for "FirstWrap"

netwealth to launch managed account service by Q3

LAURA MILLAN  |  THURSDAY, 1 MAY 2014
... latest Investment Trends report ranked netwealth as the second best platform by overall functionality, right after CFS' FirstWrap. The research covered 454 different functionalities across 13 platform providers

Compliance absorbs half of platforms' development budget

LAURA MILLAN  |  TUESDAY, 29 APR 2014
... 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 ...

PM Capital Emerging Asia added to Macquarie Wrap

MARK SMITH  |  WEDNESDAY, 23 APR 2014
... The Fund's inclusion on the Macquarie Wrap platform improves access for advisers. It is also available on the Colonial FirstWrap platform. "Advisers want a managed funds menu that suits their diverse client base. We feel this product provides an addition ...

Asgard adds Tyndall concentrated fund to platform

JAMES FERNYHOUGH  |  FRIDAY, 13 SEP 2013
... more mid-cap bias, as well as its total return approach," he said. The fund is already listed on Colonial First State FirstWrap platform. The minimum investment is $25,000.

CFS adds Tyndall Australian share fund to FirstWrap

ALICE URIBE  |  MONDAY, 2 SEP 2013
Tyndall AM's Tyndall Australian Share Concentrated Fund has been added to Colonial First State's FirstWrap platform, as advisers see clients focus on total returns and become increasingly more risk aware. The fund was launched to the retail market in ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
Colonial First State (CFS) has announced a range of enhancements to its FirstChoice and FirstWrap platforms to improve adviser efficiency and expand its offering to clients. A new online dashboard for FirstWrap will offer greater visibility of client ...

CFS fund celebrates 5-year anniversary with aplomb

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... increasing demand from retail and institutional investors. It is available via major platforms including FirstChoice and FirstWrap.

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... solutions and an off-platform option for its high net worth (HNW) clients. The HNW market segment is a key area, with CFS' FirstWrap platform capping fees for higher balance clients. Perpetual has also overhauled its platforms to better service the same ...

CFS FirstWrap enhances corporate actions feature

MARK SMITH  |  THURSDAY, 4 APR 2013
Colonial First State (CFS) will be adding new functionality features to its FirstWrap platform in May. The corporate actions capability will be enhanced to allow advisers to automatically handle how their clients respond to announcements such as rights ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
... on-platform solutions and an off-platform option for high net worth clients. Durbin said that platforms such as CFS' FirstWrap product had capped fees for higher balance clients and the functionality side improved adviser efficiency. "For the off-platform ...