Colonial First State’s platforms continue success in 2013 Wealth Insights Survey
In addition to being ranked 1st and 2nd for Overall Satisfaction, Colonial First State’s FirstChoice and FirstWrap won a sweep of service awards in this year’s Wealth Insights Platform Service Level Survey.
FirstChoice, the most popular platform amongst advisers, was ranked Best Overall Platform as well as being ranked 1st across the majority of the service subcategories, including:
- Administrative Support
- Ease of Doing Business
- Communication/Reporting
- Technical Support
- IT/Web Functionality
- Value
- Image and Reputation
The continued development of the FirstWrap platform was recognised this year, with FirstWrap’s ranking of 2nd in Overall Satisfaction being a significant leap forward from its 7th place in the survey last year.
Colonial First State recognise that success is reliant on continued commitment to improving their platforms, to help your business. That’s why they’re dedicated to the continual enhancement of FirstChoice and FirstWrap, to help drive efficiencies for you and your clients.
If you would like to find out more about award-winning FirstChoice & FirstWrap, please visit colonialfirststate.com.au/platforms
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.
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.
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