Effortless Fact-Finding & Financial Reviews with JustFA
Gathering financial information from clients can be tedious and time-consuming. With JustFA, the process is fully digital, structured, and easy for both clients and advisers. From inputting financial data to risk profiling, our platform simplifies every step—saving time and ensuring accuracy.
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Client-Led Fact-Find Process
Once onboarding is complete, the client dashboard directs users to the fact find. The fact find include:
The fact find consists of:
📌 Personal and family details
📌 Income and expenditure breakdown
📌 Assets and liabilities, including properties, investments, and pensions
📌 Insurance, wills, and health information
Clients can navigate through each section and provide as much detail as possible, ensuring a complete financial picture.
Setting Financial Goals & Risk Profiling
Beyond recording financial details, clients can set their financial goals, such as:
✔ Retirement planning
✔ Saving for a holiday home or major purchase
✔ Other investment objectives
Clients complete a risk profiling questionnaire, assessing both their attitude to risk and capacity for loss. The system then calculates a risk score on a scale of 1 to 5, helping advisers tailor investment strategies accordingly.
Clients also indicate their investment preferences, which can be customized based on the advisory firm’s offerings—such as ethical, active, or passive investments. Once complete, all information is submitted directly to the adviser.
Seamless Adviser Review
As soon as a client submits their fact find, a task appears on the adviser’s dashboard to review clients’ details. The adviser can:
✅ Review all client-submitted details within the same structured format as the client portal
✅ Request missing information or edit details directly from the back office
✅ Assess financial goals, risk profile, and investment preferences
The result? A comprehensive, structured, and easily accessible financial review allows advisers to focus on meaningful conversations with clients rather than administrative work.
What’s Next? The Client Review Meeting
Once all information has been reviewed, it’s time to schedule a client meeting. With a complete financial picture and risk assessment in hand, advisers can provide tailored recommendations and strategic financial planning.
🚀 Ready to streamline your financial reviews?
Book a Discovery Call with our team to see how JustFA can transform your financial review process.