Effortless & Compliant Recommendations with JustFA
Creating comprehensive financial recommendations can be time-consuming and complex. JustFA simplifies this process, allowing advisers to generate, personalize, and share professional recommendation reports—all at the click of a button.
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Automated Recommendation Reports
Once a client’s financial review is complete, advisers can instantly generate a customized recommendation report using firm-approved templates. These reports are pre-configured within JustFA, ensuring consistency and compliance while saving time on manual document creation.
Key Features of the Recommendation Flow
📌 Select & customize recommendations – Advisers can tailor solutions for each client goal, including opening new JustFA accounts or transferring existing ones.
📌 Integrated fee structures – Initial and ongoing service fees are automatically included based on the advisory firm’s pricing schedule.
📌 Editable format – The report can be downloaded and further customized if required.
Comprehensive Client-Centric Reports
JustFA’s recommendation reports are not just automated—they are personalized and data-driven. They include:
✔ Client’s needs & objectives – Pulled directly from the fact-find
✔ Existing accounts overview – Consolidated for easy reference
✔ Risk profiling results – Ensuring suitability for investment choices
✔ Investment recommendations – Including details on model portfolios and investment strategies
✔ Investment risks section – Helping clients understand potential risks before making decisions
✔ Fee breakdown & cost comparison – Clearly displaying platform fees, investment management fees, and adviser charges, along with a comparison to the client’s existing arrangements
Seamless Client Review & Approval
Once approved by the adviser, the report is automatically uploaded to the client’s portal for review. Clients can:
✅ View the full recommendation report from any device
✅ Sign the document digitally in just one click
✅ Enable the adviser to proceed with the implementation
With fully digital approvals, JustFA ensures that recommendations move from proposal to execution quickly and efficiently—without the hassle of paperwork.
Why JustFA for Financial Recommendations?
🔹 Fully automated yet customizable – Generate reports in seconds while allowing for personal adjustments
🔹 Compliance-ready – Ensures reports align with regulatory requirements and firm policies
🔹 Client-friendly & transparent – Provides clear, structured insights with full fee disclosure
🔹 Integrated with the full advisory process – From fact-finding to investment implementation, all in one platform
🚀 Ready to transform your recommendation process?
Book a Discovery Call with our team to explore how JustFA can enhance your financial planning workflow.