Colonial First State (CFS) has launched a new mobile app from the award-winning* FirstTech team to help financial advisers provide better service for their clients.
The initial release app gives advisers free access to FirstTech content on their smartphone or tablet, with a promise of more to come.
CFS Head of Retail Sales, Rick Di Cristoforo, said: “With the FirstTech App at their fingertips, financial advisers will have fast and convenient access to the latest rates and thresholds in relation to income tax, superannuation, income streams, social security and aged care.
“It is part of CFS’s commitment to provide advisers with tools and functionality that allows them to spend less time on administration and more time delivering quality advice to clients,” he said.
FirstTech will push updates to the app automatically, so the information is dependably live and current.
“CFS is also committed to regularly adding more functionality and features to the app,” Mr Di Cristoforo said.
The FirstTech mobile app is available for free to all financial advisers who use CFS platforms. It is available in versions for both Apple and Android devices, including tablets.
* FirstTech was named the best technical services support team in the Wealth Insights Fund Manager Service and Platform Service survey for seven consecutive years (2008-2015).
