Effortless Annual Reviews with JustFA
Annual client reviews are essential for ensuring financial plans stay aligned with life changes. However, for many advisers, this process can be time-consuming and manual. JustFA automates and simplifies annual reviews, allowing clients to update their details, confirm their risk profile, and review their goals—all before meeting with their adviser.
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How JustFA Streamlines Annual Reviews
📌 Automated Client Reminders – JustFA automatically sends an email several days before the review is due, inviting clients to update their financial details.
📌 Easy Online Updates – Clients can confirm existing data or make changes to personal details, income, liabilities, and investment goals.
📌 Integrated Risk Profiling – Clients can confirm or retake their risk profiling questionnaire, ensuring their portfolio aligns with their current risk tolerance.
Step-by-Step Annual Review Process
✅ Clients Review & Update Financial Data
Clients are guided through an interactive Financial Review, where they can:
✔ Confirm no changes or update personal details
✔ Adjust income, expenses, and liabilities
✔ Review and modify investment goals
✔ Update information on wills, insurance, and health
✅ Risk Profile Confirmation or Retake
🔹 Clients can either confirm their current risk profile or retake the Attitude to Risk and Capacity for Loss questionnaires.
🔹 If personal circumstances have changed, JustFA automatically generates a new risk score to reflect their updated financial situation.
✅ Investment Preferences & Contributions
🔹 Clients can adjust regular contributions or change their investment preferences, which may result in switching to a different portfolio after the annual review is signed off.
🔹 If no changes are needed, they can simply confirm existing details.
✅ Seamless Adviser Review & Final Approval
🔹 Advisers access the updated Financial Review from their back office, review changes, and schedule a client meeting if needed.
🔹 JustFA automatically generates an annual review report, customized to each firm’s branding and preferences.
🔹 The report includes:
- Updated client details
- Investment performance
- Fee breakdown & suitability assessment
- Adviser recommendations
🔹 Once finalized, the client can review and sign the report with a click—no paperwork required!
Why JustFA for Annual Reviews?
✅ Automated & Efficient – Eliminates back-and-forth emails by allowing clients to update their details before the meeting.
✅ Paperless & Fully Digital – Clients sign off on the review in seconds, reducing admin work.
✅ Customizable Reports – Firms can use branded templates tailored to their needs.
✅ Seamless Adviser-Client Collaboration – Keeps everything structured and compliant while ensuring a smooth experience.
🚀 Ready to streamline your annual reviews?
Book a Discovery Call with our team to see how JustFA can enhance your client review process.