New Leaf Distribution, a leading IFA network with over 200 advisers, has partnered with JustFA, an all-in-one advice and investment platform, to provide New Leaf firms and advisers with a robust solution for serving clients who prefer digital engagement, including accumulators and next-generation clients.
JustFA, powered by Seccl's custody technology, offers New Leaf advisers a seamless, end-to-end solution. The platform integrates client engagement, onboarding, risk profiling, and automated suitability reporting, enabling advisers to serve clients more efficiently and effectively.
This collaboration allows New Leaf advisers to connect with a broader client base while providing the digital interaction today’s clients expect.
JustFA – More Than a Platform: Key Features Include:
- Digital Client Engagement: Streamline onboarding by allowing clients to enter details, upload documents, and track their financial reviews online.
- Automated Recommendation Reports: Generate suitability reports and annual reviews at the press of a button, pre-populated with client details.
- Investment Portfolios: Offer a range of model portfolios tailored to clients' risk profiles and investment preferences.
- Client Portal and Mobile App: Provide a co-branded, interactive platform for clients to track account valuations, access documents, and engage with their adviser.
New Leaf Distribution's advisers will benefit from JustFA's advanced digital capabilities. These capabilities will allow them to communicate efficiently and manage client interactions, allowing them to focus more on building meaningful relationships and providing quality financial advice at a lower cost.
Alexandra Ilinskaia, CEO of JustFA, commented, ‘We are thrilled to welcome New Leaf Distribution to JustFA as our first network client. It's exciting to partner with a like-minded firm that shares our vision of improving client services and making the advisory industry more inclusive.’
David Ferguson, CEO of Seccl, remarked, “It’s brilliant to see JustFA growing their business with further innovation, and we’re very pleased to be playing a role behind the scenes.”
Sam Wallis, Head of Wealth Management at New Leaf, added, 'We are delighted to partner with JustFA to deliver a fully digital advice solution for New Leaf IFAs. We are confident that this collaboration will open up new markets and opportunities for our members and help them serve more clients who will now benefit from financial advice.’
About JustFA
JustFA is a comprehensive advice and investment platform transforming financial advisory practices through digital innovation. Our mission is to empower advisers with streamlined workflows, client engagement tools, and integrated investment management, connecting them with the next generation of clients. For more information, visit www.justfa.uk.
About New Leaf Distribution
New Leaf Distribution has pioneered independent financial advisory services across the UK since 2002. Known for its commitment to supporting advisory firms with tailored paraplanning and training solutions, New Leaf continues to enhance its service offering. Partnering with JustFA reflects our ongoing dedication to equipping our advisers with the best tools to succeed in an evolving market. For more information, visit www.newleafdistribution.co.uk.