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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.

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Why JustFA?

All the tools you need to serve more clients

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.

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Why JustFA?
How JustFA Works
How JustFA Works

We help you every step of the way

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.

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Benefits

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Offer affordable advice

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.

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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.

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Retain intergenerational wealth

Address intergenerational wealth transfer by providing an online platform that gives support to the children of your existing clients.

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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.

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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.

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Ensure client satisfaction

The financial wellbeing of your clients is paramount. Make sure they get the best service possible with the help of JustFA.

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Testimonials
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“It's great, it is the ideal solution for younger clients. It has genuinely opened up another area for my business”
Will Green

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

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

Andrew Hennah
Director,
Milsted Langdon

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Get in Touch
Get in Touch

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...

Get in touchBook a discovery call

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