At JustFA, we strive to enhance the digital advice experience for Independent Financial Adviser (IFA) firms and their clients. We are excited to announce the launch of our new client mobile app, a game-changer in how financial advice is delivered and managed.
Our fully integrated mobile app complements and enhances existing services offered through JustFA - More than a Platform. With this app, clients can now easily access their portfolio information, track their financial planning goals, and directly communicate with their financial planner through messaging, audio calls, or video calls. Additionally, clients can upload and sign documents seamlessly within the app, making the process more efficient and user-friendly.
Why This Matters for IFA Firms
The introduction of the mobile app is a significant milestone for JustFA and the IFA community. As Alexandra Ilinskaia, our CEO, puts it, “This app will greatly boost client engagement, especially during the onboarding stage. We’re proud to offer something truly unique in the UK IFA space—a complete mobile app linked to an end-to-end advice service.”
Rachel Edwards, a Financial Planner with Charterhouse Planning, has already seen the impact of JustFA on her business. Rachel said, "The JustFA platform has revolutionized how we deliver advice and our wider client services. The new mobile app will further transform how we run our business and communicate with clients, allowing planners like me to focus more on what really matters—our clients."
What the JustFA Platform Offers
For those unfamiliar with JustFA, our platform is an all-in-one advice and investment solution designed to empower IFA and Financial Planning businesses with cutting-edge technology. We provide a comprehensive suite of tools for client onboarding, risk profiling, recommendation reports, and much more. All communications, including video sessions and chats, are recorded and stored to ensure a fully compliant environment.
In addition to advice services, our platform functions as a modern investment platform, offering model portfolios, multiple tax wrappers, and easy payment and transfer management.
The Benefits for Advisers
By integrating JustFA into your practice, you can expect to save time, reduce administrative costs, engage new client segments, and accelerate your business's growth. Our platform is designed to make your operations more efficient, allowing you to focus on building strong, lasting relationships with your clients.
The new mobile app is the latest example of how JustFA leads the way in digital advice technology. We’re excited about its possibilities and look forward to seeing how it will transform the way IFA firms operate.
For more information about how JustFA can enhance your business, visit our website or contact us directly.
Stay tuned for more updates as we continue to innovate and bring new features to the JustFA platform.