Case Study: Colonial First State accelerates adviser growth with FNZ

Colonial First State - Customer Case Study

Colonial First State (CFS) is a major Australian superannuation and investment business that sought to build a best-in-class platform for its community of financial advisers, who were facing significant time and resource pressures. To address this challenge and co-develop a solution, CFS selected FNZ as its technology partner.

FNZ worked in close collaboration with CFS to develop CFS Edge, a highly configurable wealth management platform utilizing world-class technology. The solution features seamless integration, advanced data analytics, and personalized tools for advisers. The platform achieved impressive growth, reaching $1 billion in funds under management in just 200 business days, significantly outpacing most platform launches in Australia.

Colonial First State

Kelly Power

Chief Executive Officer Superannuation