Platform Adviser

<!DOCTYPE HTML> <html lang="en"> <head> <meta charset="UTF-8"/> <title>Platform Adviser</title> <meta name="description" content="Our goal is to bring you solution and greater investment choice to make it easy for you to deliver quality advice and value for your clients."/> <meta name="template" content="adviser-page"/> <meta name="viewport" content="width=device-width, initial-scale=1.0"/> <meta name="pageName" content="cfs:adviser:platform-adviser"/> <meta property="date-published" content="Wed Aug 09 04:57:04 UTC 2023"/> <meta property="date-modified" content="Thu Oct 24 05:12:19 UTC 2024"/> <script defer="defer" type="text/javascript" src="/.rum/@adobe/helix-rum-js@%5E2/dist/rum-standalone.js"></script> <link rel="stylesheet" href="/etc.clientlibs/cfs-winged/clientlibs/clientlib-dependencies.lc-d41d8cd98f00b204e9800998ecf8427e-lc.min.css" type="text/css"> <link rel="stylesheet" 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class="Header__SubMenu" data-id="Platforms" data-level="1" data-active="false"> <div class="Header__SubMenuBack"> <button data-cmp-hook-header="mobileMenuBack"> <i class="iconfont-chevron-down" aria-hidden="true"></i> <span>Back</span> </button> </div> <ul class="Header__SubMenuList"> <li class="Header__SubMenuItem" data-level="1" data-has-children="true"> <a data-cmp-hook-header="mobileMenuItem" data-target-id="-Platform solutions" href="/content/cfs-winged/au/en/adviser/platforms.html" class="Header__SubMenuHeading"> <span>Platform solutions</span>  </a> </li>  <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/platform-adviser/products/managed-accounts.html"> <span>Managed accounts</span> </a> </li> <li class="Header__SubMenuItem" data-level="1" data-has-children="true"> <a data-cmp-hook-header="mobileMenuItem" data-target-id="-CFS Edge " href="/content/cfs-winged/au/en/cfsedge.html" class="Header__SubMenuHeading"> <span>CFS Edge 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href="/content/cfs-winged/au/en/adviser/products-platforms/platforms/firstchoice/firstchoice-managed-accounts.html"> <span>Managed Accounts</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/products-platforms/products/firstchoice-wholesale-personal-super.html"> <span>Wholesale Personal Super</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/products-platforms/products/firstchoice-wholesale-pension.html"> <span>Wholesale Pension</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/products-platforms/products/firstchoice-wholesale-investments.html"> <span>Wholesale Investments</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/products-platforms/products/firstchoice-employer-super.html"> <span>Employer 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href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-solutions/australian-equities.html">Asset classes</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-solutions/strategies/index-strategies.html">Strategies</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/managed-accounts.html">Managed accounts</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-managers/colonial-first-state-investments.html">CFS Investment team</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="Alliance partners"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/adviser/investments-adviser/alliance-partners/overview.html">Alliance partners</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments/investment-managers/aspect-capital.html"> Aspect Capital </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments/investment-managers/baillie-gifford.html">Baillie Gifford </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-managers/cohen-steers.html">Cohen & Steers</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-partners/fortlake-manager-overview.html">Fortlake Asset Management</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments/investment-managers/generation-investment-management.html">Generation Investment Management</a> </li> </ul> </nav> <nav class="Header__DrawerMenu" aria-label="Resources"> <a class="Header__DrawerMenuHeading" href="/content/cfs-winged/au/en/adviser/tools-resources.html">Resources</a> <ul class="Header__DrawerMenuList"> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/resources/prices-performance/performance-reports.html">Performance reports </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/resources/platform-availability.html">Ratings and platform availability </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-solutions/colonial-first-state/portfolio-changes.html">Portfolio changes </a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/personal/tools-resources/tools-calculators/product-disclosure-statements.html">Product Disclosure Statements</a> </li> <li class="Header__DrawerMenuItem"> <a class="Header__DrawerMenuLink" href="/content/cfs-winged/au/en/adviser/resources/adviser-market-updates-insights-news.html">News and insights</a> </li> </ul> </nav> </div> <div class="aem-Grid aem-Grid--xs--12"> </div> </div> </div> </div> <button class="Header__DrawerClose" data-cmp-hook-header="megamenuClose"> <span>Close menu</span> <i class="iconfont-close" aria-hidden="true"></i> </button> </div> </div> <div class="Header__SubMenus">  <div class="Header__SubMenu" data-id="Investments" data-level="1" data-active="false"> <div class="Header__SubMenuBack"> <button data-cmp-hook-header="mobileMenuBack"> <i class="iconfont-chevron-down" aria-hidden="true"></i> <span>Back</span> </button> </div> <ul class="Header__SubMenuList"> <li class="Header__SubMenuItem" data-level="1" data-has-children="true"> <a data-cmp-hook-header="mobileMenuItem" data-target-id="-Investment solutions" href="/content/cfs-winged/au/en/adviser/investments/overview.html" class="Header__SubMenuHeading"> <span>Investment solutions</span>  </a> </li>  <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-solutions/australian-equities.html"> <span>Asset classes</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-solutions/strategies/index-strategies.html"> <span>Strategies</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/managed-accounts.html"> <span>Managed accounts</span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments-adviser/investment-managers/colonial-first-state-investments.html"> <span>CFS Investment team</span> </a> </li> <li class="Header__SubMenuItem" data-level="1" data-has-children="true"> <a data-cmp-hook-header="mobileMenuItem" data-target-id="-Alliance partners" href="/content/cfs-winged/au/en/adviser/investments-adviser/alliance-partners/overview.html" class="Header__SubMenuHeading"> <span>Alliance partners</span>  </a> </li>  <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments/investment-managers/aspect-capital.html"> <span> Aspect Capital </span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" href="/content/cfs-winged/au/en/adviser/investments/investment-managers/baillie-gifford.html"> <span>Baillie Gifford </span> </a> </li> <li class="Header__SubMenuItem"> <a class="Header__SubMenuLink" 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href="/content/cfs-winged/au/en/adviser/platform-adviser/products/managed-accounts/managed-account-solutions/cfs-edge-accelerate.html" data-theme="black" class=" Button Button--theme-black Button--type-solid "> <span class="Button__Label"> Learn more </span> </a> </div> </div> </div> </div> </div> </div> <div class="separator aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--10 aem-GridColumn--offset--default--1"> <div id="separator-aebaed7f58" class="cmp-separator"> <hr class="cmp-separator__horizontal-rule"/> </div></div> <div class="imageandtext teaser aem-GridColumn--default--none aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--10 aem-GridColumn--offset--phone--0 aem-GridColumn--offset--default--1"><div class="ImageAndText ImageAndText--position-image_right" id="imageandtext-f5df5f36c7"> <div class="ImageAndText__Container wrapper"> <figure class="ImageAndText__Image"> <img src="/content/dam/cfs-winged/images/adviser/home/inPageImage-Xplan.jpg" alt="FirstChoice seamlessly integrates with Xplan"/> </figure> <div class="ImageAndText__Content"> <div class="ImageAndText__ContentInner rte"> <h4 class="h4"></h4> <h2 class="h2">"There are significant time savings"</h2> <div class="p2"><p>FirstChoice's new data integration with Xplan makes client origination pain free. Don’t use Xplan? You can still save time.</p> </div> <div> </div> <div> <a data-tracker-locationid="Learn more" href="/content/cfs-winged/au/en/adviser/platform-adviser/faster-client-onboarding-on-firstchoice.html" data-theme="black" class=" Button Button--theme-black Button--type-solid "> <span class="Button__Label"> Learn more </span> </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid aem-GridColumn--default--none aem-GridColumn aem-GridColumn--default--12 aem-GridColumn--offset--default--0"> <div data-cmp-is="container" id="container-85f1283be2" data-overlap-top="0" data-overlap-bottom="0" class=" container container--padding-top-lg container--padding-bottom-lg container--padding-right-none container--padding-left-none container--row-spacing-sm container--gridGutters-on container--mobile-order-0 background--grey-4 "> <div class="margin"> <div class="wrapper"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 aem-Grid--phone--12 "> <div class="title aem-GridColumn aem-GridColumn--default--12"> <div id="title-8a7b8b3ef6" class="cmp-title"> <h3 class="cmp-title__text text--center colour-- h3">Viridian has become a cornerstone client of CFS Edge</h3> </div> </div> <div class="quote aem-GridColumn--default--none aem-GridColumn--phone--none aem-GridColumn--phone--12 aem-GridColumn aem-GridColumn--default--8 aem-GridColumn--offset--default--2 aem-GridColumn--offset--phone--0"> <div class="Quote"> <div class="Quote__Container wrapper"> <div class="Quote__Content h5"> <p><i>"We like CFS' continued investment in technology to transform the way advice is delivered."</i></p> <p> </p> <p>Raamy Shahien, Joint CEO of Viridian Advisory</p> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="container responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div data-cmp-is="container" id="container-20c8434abb" data-overlap-top="0" data-overlap-bottom="0" class=" container 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Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.</p> <p> </p> <p>Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at <a href="https://www.cfs.com.au/personal/products/target-market-determinations.html">https://www.cfs.com.au/tmd</a> which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. 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