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CFS outlines platform ‘roadmap’

13 May 2014 — 1 minute read

Colonial First State (CFS) has outlined several items in its future platform development “roadmap” to help support advisers and their SMSF clients.

“[These] include an integrated cash offering, platform-linked SMSF administration and improved online investor reporting and functionality,” CFS said in a statement late last week.

CFS also announced it was awarded several accolades in the recent Investment Trends December 2013 Platform Benchmarking Report.


The CFS FirstWrap platform was awarded ‘best platform overall’, ‘best navigation and user interface’ and ‘best product offering’, according to the announcement.

Also, the CFS FirstChoice platform was awarded ‘best master trust’ and ‘best reporting tools’.

“From a consumer’s perspective, the need for great advice has never been stronger. Australia has a complicated superannuation, taxation, and social security system which is almost impossible for individual investors to navigate without assistance,” the CFS statement said.

“Supporting advisers in growing their business and increasing business efficiency is an absolute focus for us.”

CFS outlines platform ‘roadmap’
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