Search Results | Showing 1 - 10 of 79 results for %22Colonial First State FirstWrap%22 |
| | Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ... |
| | | After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ... |
| | | ... Hayne Royal Commission, as it looks to tackle several class actions in 2023. One ongoing lawsuit alleges that Colonial First State Investments Limited (CFSIL) kept members from the CFS FirstChoice Fund and Commonwealth Essential Super invested in in-house ... |
| | | Colonial First State (CFS) has significantly expanded its FirstChoice menu, adding a range of ETF exposures, fixed interest, and sustainability strategies. Following the addition of the 17 new funds, the FirstChoice platform has reached the largest ... |
| | | ... 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 ... |
| | | 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 ... |
| | | Colonial First State awarded a major technology 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 ... |
| | | Colonial First State has re-signed with SimCorp to provide back-office support as it overhauls its systems. CFS will migrate its platform and data management to Datacare, SimCorp's cloud-based data management service, after announcing it received a ... |
| | | With a $430 million funding boost, Colonial First State hopes to capture a bigger slice of the financial adviser market. Upon announcing that Commonwealth Bank relinquished its 55% stake as of yesterday, CFS unveiled its grand plan to transform operationally ... |
| | | ... Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing director of financial advice ... |
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