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Top News In Iress Xplan Today - Breaking & Trending Today

CFS Edge adds six Morningstar SMAs to platform

The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management last month. ....

Asia Pacific , Matt Wacher , Iress Xplan , Bryce Quirk , Infinity Asset Management , Russell Investments ,

CFS Edge expands with $3bn in SMAs

Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform. ....

Iress Xplan , Infinity Capital Solutions , Viridian Financial Group , Colonial First State , Infinity Asset , Viridian Advisory ,

Viridian Advisory opts for CFS Edge platform

Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform. ....

Iress Xplan , Raamy Shahien , Infinity Capital Solutions , Viridian Financial Group , Viridian Advisory , Bryce Quirk ,

CFS expands managed account menu on platform

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ....

Iress Xplan , Colonial First State , Russell Investments , Real Assets Portfolio , Alternatives Portfolio , Long Duration Portfolio , Floating Rate , Investments Managed , High Growth , Bryce Quirk , Managed Discretionary Account , Model Portfolio ,

CFS outlines how adviser feedback helped its Edge development

Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its Edge platform. ....

Iress Xplan , Money Management , Bryce Quirk ,