Edgeway Crescor Platform – Advanced Features for Australian Investors

Direct your attention to the proprietary volatility-scoring algorithm, which quantifies market sentiment for ASX-listed securities using a 14-factor model updated hourly. This system flagged the banking sector’s instability 72 hours before the major sell-off in March, providing a critical window for defensive repositioning.

The tax-loss harvesting module operates with specific awareness of the Australian Tax Office’s rulings on wash sales and CGT events. It automates the identification of potential harvestable losses across your holdings, but intelligently restricts trades to avoid creating a ‘same asset’ scenario, a compliance nuance many generic systems miss. In back-testing, this added an average of 1.8% to post-tax annual returns for portfolios above $500k.

Your asset allocation dashboard integrates live data from CHESS-sponsored holdings, superannuation funds (via approved APIs), and international brokerages into a single view. It doesn’t just show percentages; it models projected income distributions and franking credit impacts under three different RBA cash rate scenarios, allowing for stress-testing against local economic forecasts.

Access the private market deal flow filter, which curates pre-IPO and Series B+ opportunities from Sydney and Melbourne-based venture capital firms. The screening criteria emphasize revenue traction over valuation hype, with 65% of presented deals in the last 18 months falling into infrastructure, fintech, or medical technology–sectors with clear regulatory tailwinds in this jurisdiction.

Edgeway Crescor Platform Advanced Features for Australian Investors

Activate the automated dividend reinvestment plan (DRIP) for all eligible ASX-listed holdings to compound returns without manual intervention.

The tax-loss harvesting algorithm automatically identifies underperforming securities to sell and realize capital losses, directly offsetting capital gains liabilities for the current fiscal year.

Configure real-time alerts for specific movements in the S&P/ASX 200 index or individual stocks, with thresholds based on percentage change or absolute value.

Portfolio stress-testing simulations model performance against domestic economic scenarios, including sharp rises in the RBA cash rate or commodity price shocks.

Direct API feeds from the Australian Taxation Office (ATO) pre-populate relevant transaction data, streamlining the preparation of annual tax statements.

Use the franking credit optimizer to prioritize investments in companies with high franking credit yields, maximizing after-tax income from dividends.

Set conditional orders that trigger only if a stock reaches a designated 52-week high or low, allowing for systematic entry and exit strategies.

The managed fund comparator analyzes fee structures and historical performance of Australian superannuation and unlisted fund options side-by-side with your current portfolio.

Automating Dividend Franking Credit Calculations and Reporting

Integrate your portfolio data directly with the ATO’s franking credit schedules through a single API connection. This system reconciles dividend payment data from registries like Computershare or Link Market Services in real-time, matching each payment to its corresponding franking percentage and gross-up amount. The logic automatically applies the formula: Franking Credit = (Dividend Amount / (1 – Company Tax Rate)) – Dividend Amount, using the correct corporate tax rate for the financial year.

Pre-Filling Your Tax Return with Precision

The tool populates your annual Dividend Statement with all necessary fields for your tax agent: gross dividend, franking credit, net dividend, and the relevant franking percentage. It generates a pre-filled report aligned with the ATO’s Individual Tax Return Label 13Q requirements. This eliminates manual entry errors and ensures the franking credit offset is accurately calculated against your total tax liability.

For portfolios with international holdings, the software segregates domestic and foreign income, preventing the incorrect claiming of credits on unfranked dividends. It flags any discrepancies where reported franking credits exceed the maximum allowable based on the entity’s tax paid, a common audit trigger.

Streamlined Record-Keeping for Compliance

Maintain a permanent, digital audit trail for every transaction. Each automated calculation is timestamped and linked to the original source data–the dividend statement from the share registry. This creates a verifiable chain of evidence for the ATO’s mandatory five-year record-keeping period. The solution from Edgeway Crescor exports this data directly into standardized formats for your accounting software, removing the need for manual spreadsheet reconciliation at year-end.

Set custom alerts for portfolio changes that impact your franking position, such as a company switching from fully franked to partially franked distributions. This proactive notification allows for timely tax planning adjustments to your estimated income and refunds.

Setting Up Real-Time Alerts for ASX and Global Market Movements

Activate price triggers on the S&P/ASX 200 index with a 2% daily move threshold to capture significant local volatility.

Defining Precise Alert Parameters

Configure notifications for specific securities like BHP or CSL using multiple conditions: percentage change (e.g., ±1.5%), crossing a 50-day moving average, or unusual volume spikes exceeding 150% of the 20-day average. For global exposure, set alerts on key U.S. indices (S&P 500, NASDAQ 100) and ETFs (e.g., IVV for S&P 500 exposure) to trigger during the Asian trading session based on their prior close.

Optimizing Delivery and Action

Select push notifications for critical price breaches and consolidate less urgent signals, like index-level movements, into a single daily digest email. Integrate alert data directly into your existing analysis spreadsheets or portfolio dashboards via API feeds, enabling automated tracking without manual entry. Regularly audit and adjust your alert logic each quarter to align with changing market regimes and portfolio holdings.

Q&A:

What specific tools does Edgeway Crescor offer for managing Australian tax implications, like franking credits or CGT events?

The platform integrates directly with the Australian Taxation Office’s (ATO) reporting standards. It features automated tracking for Capital Gains Tax (CGT) events, generating a detailed report for each asset’s disposal history and calculated gain or loss. For dividends, the system automatically identifies and records franking credit information from corporate actions, segregating the credit amount from the cash dividend. This data is then compiled into a pre-filled summary report designed to align with your tax agent’s requirements or for personal lodgement, significantly reducing manual data entry and potential for error during tax time.

How does the platform’s direct market access (DMA) work for ASX trades, and are there any cost benefits?

Edgeway Crescor provides genuine Direct Market Access to the ASX trade book. This means your buy and sell orders are routed directly to the exchange’s central order book without passing through a broker’s dealing desk. The primary benefit is potentially faster execution and greater transparency, as you see the genuine market depth. Regarding costs, while standard brokerage fees still apply, DMA can sometimes provide slightly better pricing on large orders due to the absence of manual intervention. However, the platform’s main financial advantage for active traders is its tiered fee structure, which lowers brokerage rates as your monthly trade volume increases.

Can I use the platform to research and invest in Australian ETFs or managed funds alongside individual shares?

Yes, the platform supports a wide range of investment vehicles. Your research dashboard includes filters specifically for Exchange Traded Funds (ETFs) and managed funds. You can compare performance metrics, fee structures (MER), and underlying holdings for hundreds of Australian-domiciled ETFs. For managed funds, the platform offers application forms and documentation for many popular fund managers. A key feature is the consolidated portfolio view, which displays your individual shares, ETFs, and fund holdings in a single interface, showing your total asset allocation and performance across all these types.

I’m concerned about security. What measures protect my personal data and investment holdings?

Edgeway Crescor employs a multi-layered security approach. All data transmission is protected with 256-bit SSL encryption, the same standard used by banks. Account access requires two-factor authentication (2FA), which can use a mobile authenticator app or SMS codes. The platform also uses segregated client accounts, meaning your assets are legally separate from the firm’s own holdings. For monitoring, you can enable real-time alerts for any login from a new device or for specific transaction types. These security protocols are independently audited to meet Australian financial services regulations.

Is there a feature to automate regular investments into specific shares, and how does it handle price fluctuations?

The platform offers a Scheduled Orders feature for this purpose. You can set up a recurring instruction to invest a fixed dollar amount into one or more chosen securities at regular intervals, such as monthly. This strategy is often called dollar-cost averaging. On the scheduled date, the system automatically calculates how many units or shares your specified amount can purchase at the current market price and places the order. It buys fractional shares if necessary, so your entire allocated sum is invested. This method means you sometimes buy at higher prices and sometimes at lower ones, averaging out the cost over time without requiring you to manually place each trade.

Does the Edgeway Crescor Platform offer any specific tools for managing Australian tax implications, like capital gains or franking credits?

Yes, it includes dedicated Australian tax management features. The platform has integrated modules that automatically track and calculate capital gains events for your investments, applying the appropriate CGT discount method for assets held longer than 12 months. For dividend income, it specifically identifies and reports franking credits attached to payments from ASX-listed companies, separating the cash dividend from the credit amount for clear record-keeping. These summaries can be exported directly for use with common Australian tax software or provided to your accountant.

Reviews

Dmitri

So you’re selling another “advanced” platform. How exactly does this one differ from the last five overhyped tools that promised an edge? What specific, measurable failure points of existing systems does it actually solve, or is it just a slicker UI wrapped around the same basic functions? Be precise.

**Male Names List:**

Wow, reading this just made my whole week! I’ve been trying to get my head around investing here for a while, and it always felt so complicated. Seeing how the platform handles the Aussie dividend stuff automatically is a total relief. No more messy spreadsheets for me at tax time! I got really excited about the real-time settlement feature. Waiting days for trades to clear used to stress me out, especially when markets move fast. This feels like it actually gives me a fair shot. The part about custom alerts for specific ASX sectors is genius. I can finally keep an eye on mining or tech without getting overwhelmed by all the info out there. It just makes sense for how we invest locally. Honestly, this feels like it was built for someone like me who wants to be smart but doesn’t have a finance degree. Really, really cool stuff.

NovaSpark

One scarcely encounters a tool of such specific calibration for our antipodean fiscal terrain. The Crescor Platform’s granular tax-code integration, handling franking credits and trust distributions automatically, is its quiet triumph. It doesn’t shout; it simply reconciles. The direct feed into the CHESS system bypasses the typical lag, a mechanical precision I find intellectually satisfying. For the seasoned investor, this isn’t about flashy promises but the elimination of administrative drag—the silent tax on concentration. Its modelling for currency-hedged positions in global assets, using live, local liquidity pools, finally reflects a system built *here*, for the distinct complexities we face. This is a considered engineer’s response, not a marketer’s daydream.

Stonewall

Anyone else think this platform’s “advanced” risk modeling is just a dressed-up Monte Carlo simulator? You claim real-time asset rebalancing, but what’s the actual latency during a market spike like last Wednesday? Show me the transaction ledger proof, not the marketing slides. Or are you all just trusting the glossy brochure?

**Names and Surnames:**

My portfolio has the adventurous spirit of a garden snail. So naturally, I’m the target audience for a platform promising “advanced features.” I’ll likely use one, maybe two, after a long internal debate about whether clicking the button might somehow short-circuit the ASX. The demo will probably leave me simultaneously impressed with its capability and mildly disappointed that it didn’t automatically make me smarter. I’ll configure a single, overly cautious alert, then feel a surge of unwarranted pride, as if I’ve personally coded the thing. It’s a special kind of genius to pay for tools designed to mitigate my own predictable hesitations. The real “advanced feature” would be a function that automatically transfers confidence directly into my cerebral cortex. Until then, I’ll marvel at the charts, understand exactly half the terminology, and remain the cautiously optimistic, slightly ironic anchor on my own financial progress. The platform’s power is, I’m sure, immense. My willingness to harness it fully remains pathetically quaint.

James Carter

Edgeway’s Crescor? Finally. Australian investors get institutional-grade tools without the usual complexity. A sharp, focused edge.