Effortless Investment Management with JustFA
Managing client investments efficiently is key to delivering great financial advice. JustFA simplifies the entire investment process, from account opening to fund transfers and payments, ensuring a seamless experience for both advisers and clients.
🎥 Watch our demo video
From Recommendation to Implementation
Once a client signs their recommendation letter, an adviser or administrator can immediately begin implementing the investment plan.
📌 Account Openings & Transfers – Open and fund investment and pension accounts with just a few clicks
📌 Automated Documentation – Transfer and declaration forms are generated and sent for client approval
📌 Seamless Payment Processing – Set up recurring and one-off payments effortlessly
Opening & Managing Investment Accounts
✅ Effortless Account Opening – Administrators can log into a client’s goal and open a new account in seconds by selecting the account type (ISA, GIA, SIPP) and linking it to the recommended investment portfolio.
✅ Built-in Fee Management – Adviser fees are automatically applied and deducted based on the ongoing advice service.
✅ Client Approval in One Click – The system generates an ISA declaration form, which appears in the client portal for electronic signature.
Fund Transfers & Investment Execution
🔹 Electronic Transfers – Most transfers are submitted digitally to external providers, speeding up the process.
🔹 Auto-Investment Options – Clients can opt to automatically invest transferred funds into their recommended model portfolio.
🔹 Transparent Tracking – Every transaction appears in the client’s dashboard with real-time status updates.
Managing Payments with Ease
JustFA allows advisers and clients to handle payments seamlessly:
✔ Recurring Direct Debits – Set up, approve, and track automated contributions.
✔ One-Off Payments – Easily manage lump sum contributions or withdrawals.
✔ Automated Processing – Payment instructions are sent directly to the client’s bank, ensuring smooth execution.
Real-Time Investment Tracking
Clients can monitor their investments 24/7 through an interactive valuation dashboard that provides:
📊 Up-to-date account valuations
📊 Goal-specific performance tracking
📊 Clear, user-friendly data visualization
Why JustFA for Investment Management?
🔹 Fully Digital & Paperless – No manual forms or delays
🔹 Client-Friendly & Transparent – Easy approvals and real-time updates
🔹 Integrated with Full Advisory Workflow – From recommendation to execution in one platform
🔹 Time-Saving for Advisers & Clients – Automates processes and reduces admin workload
🚀 Ready to see JustFA’s investment platform in action?
Book a Discovery Call with our team to explore how JustFA can transform your investment management process.