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.
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.
Address intergenerational wealth transfer by providing an online platform that gives support to the children of your existing clients.
Automating key parts of the advice process allows you to streamline operations and free up time to focus on what matters most - your clients.
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.
The financial wellbeing of your clients is paramount. Make sure they get the best service possible with the help of JustFA.
JustFA provides you with all the support you need to deliver online financial advice, in a single and easy-to-use platform.
We will provide you with a comprehensive setup service and will have you working online quickly. We will help you to cover everything from creating document templates to bespoke setups and branding.
JustFA helps you to add your new online client proposition to existing business within a compliance-ready framework.
It's more important than ever to be utilising the potential of digital marketing. We'll help you reach more clients by advising you in your marketing efforts, and connecting you with partners who will help your business thrive.
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...