The efficiency enhancing tools of FirstChoice & FirstWrap
FirstChoice and FirstWrap deliver a range of tools designed to meet your needs and those of your clients. Some of these efficiency enhancing tools include:
Model Portfolio Functionality
FirstChoice and FirstWrap’s intuitive model portfolio functionality allows easier management and monitoring of multiple client accounts simultaneously, helping to reduce the administration burden.
e-Post:
FirstChoice and FirstWrap provide you with an e-Post facility, saving you valuable time on paperwork. You can now submit requests & forms on-line, receive instant confirmation of receipt, and then track the progress of your request.
Unique Mandate Structure:
FirstChoice’s unique mandate structure works to provide the benefits of institutional mandates to you and your clients – enabling greater speed & efficiency of your business.
New Adviser Dashboard:
FirstWrap’s recently launched dashboard provides everything you need on a single screen including quicker access to key functionality, greater administration support and better communication.
These are just some of the features that help make FirstChoice & FirstWrap award-winning platforms. FirstChoice and Firstwrap have recently been ranked 1st and 2nd respectively for Overall Satisfaction in the 2013 Wealth Insights Platform Service Level Survey.
If you would like to find out more about driving efficiency with FirstChoice & FirstWrap, please visit colonialfirststate.com.au/platforms
Disclaimer
FirstChoice and FirstWrap ranked 1st and 2nd for Average Overall Satisfaction and FirstChoice was ranked Best Overall Platform in the 2013 Wealth Insights Platform Service Level Survey – 859 advisers participated in this survey between February and March 2013. Investment Trends December 2012 Platform Benchmarking Report, based on extensive analyst reviews of the top 25 platforms.
This is general information only and does not take into account any individual objectives, financial situation or needs. Investors should consider the relevant PDS before making an investment decision. FirstChoice is issued and operated by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State), the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. FirstWrap is issued and operated by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (Avanteos), the trustee of The Avanteos Superannuation Trust ABN 38 876 896 681. Colonial First State and Avanteos are owned ultimately by Commonwealth Bank of Australia ABN 48 123 123 124 through the Colonial First State group of companies.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
