Bridging the gap between financial advisers and clients
JustFA is an online advice and investment platform, providing financial advisers with everything needed to deliver high-quality financial advice to clients online.
With easy-to-use technology, JustFA empowers you, the financial adviser, to expand your client base, work more efficiently, and make financial advice a reality for all.
JustFA combines client on-boarding, advice processes, risk profiling, online communications and investment platform services in one streamlined system. Your expertise combined with the efficiency of JustFA technology will ensure more clients are provided with an exceptional advice service.
We'll give you the tools to reduce the cost of providing high-quality, personalised
financial advice, with improved efficiency through the use of technology.
Attract tech-savvy clients
By setting up online services, you can attract a fresh audience who prefer to manage their
finances digitally, thereby increasing the longevity of your business.
Retain intergenerational wealth
Address intergenerational wealth transfer by providing an online platform that gives support
to the children of your existing clients.
Improve efficiency
Automating key parts of the advice process allows you to streamline operations and free up
time to focus on what matters most - your clients.
Keep up with technology
We'll ensure that you remain at the forefront of new software and advice processes. With no
additional effort you can offer your clients the latest technology.
Ensure client satisfaction
The financial wellbeing of your clients is paramount. Make sure they get the best service
possible with the help of JustFA.
Our services
How JustFA supports financial advisers
JustFA provides you with all the support you need to deliver online financial
advice, in a single and easy-to-use platform.
JustFA is not currently onboarding professional clients until further notice.
It continues to work with those clients with whom it has existing relationships and welcomes a conversation
with businesses eager to learn what the JustFA proposition can do for them.
“It's great, it is the ideal solution for younger clients. It has genuinely opened up another area for my business”
Will Green
Managing Director,
H&D Wealth
“We are looking forward to exploring the potential of the JustFA Platform and the online options this will give us.”
David Nichol
Financial Adviser,
Lowland Financial
“JustFA is a modern investment platform, keeping it simple with full end to end back office support. This is what advisors are currently lacking. A very timely development.”
Andrew Hennah
Director,
Milsted Langdon
FREE GUIDE
‘Talkin bout their generation’: The Ultimate Guide to Advising Millennial, Gen-X and Boomers in the Digital Age
Working together to make financial advice available to all
Our online platform will provide you with all the tools you need in one place, and support the advice process from start to finish, so you can apply your expertise more efficiently and effectively. Let us show you how...
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