Transforming Client Onboarding with JustFA
Is client onboarding slowing you down?
JustFA eliminates manual paperwork, automates compliance checks, and streamlines the entire process—so you can onboard clients faster and focus on growing your business.
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Effortless Client Registration
With JustFA, back-office users can register new clients quickly. Advisers can create multiple clients at once, with automated email invitations sent for self-registration. The platform also supports bulk client migration, transferring all relevant data—including investment and pension details—from an existing provider into JustFA.
A Fully Digital Onboarding Journey
Once invited, clients receive an email prompting them to register and log in to the JustFA client portal. During their first login, they:
✔ Set up a password
✔ Accept the Terms of Business and Privacy Policy
✔ Access a dashboard under their adviser’s branding
A structured Getting Started section guides clients through onboarding, helping them:
📌 Accept terms and conditions and sign documents digitally
📌 Upload ID and proof of address for AML verification
📌 Complete their personal information
Streamlined Compliance & AML Checks
Advisers and administrators can complete AML checks in just two clicks. JustFA integrates with a leading KYC provider, returning verification results in under a minute. Compliance-ready processes ensure all necessary documents are securely stored and accessible for future reference.
Why JustFA?
✅ Fully integrated – Combines client CRM, back-office, and investment management in one platform
✅ Time-saving automation – Reduces admin workload with seamless workflows
✅ Enhanced client experience – A modern, branded portal with easy navigation and self-service options
✅ Secure & compliant – Ensures a smooth onboarding process with built-in AML checks
With JustFA, advisers can focus more on building client relationships instead of getting bogged down in paperwork.
🚀 Ready to transform your client onboarding process?
Book a Discovery Call with our team to see how JustFA can work for your business.