Enhance Efficiency with JustFA’s Back-Office Tools
Managing an advisory business requires clear oversight of client activity, revenue, and operational tasks. JustFA’s back-office dashboard simplifies everything, giving advisers a real-time view of their business performance while automating key processes.
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A Centralized Dashboard for Advisers
JustFA’s intuitive back-office dashboard provides advisers with instant access to:
📌 Client Overview – View the total number of clients, financial reviews in progress, and assets under advice.
📌 Investment Breakdown – Track investments by wrapper type, including a split between internal and external accounts.
📌 Portfolio Insights – Monitor client allocations across different risk-rated model portfolios, including Active, Passive, and Proactive Planet ESG options.
Revenue Tracking & Reporting
Advisers can monitor and analyze revenue data in real-time:
✔ Breakdown of Initial & Ongoing Fees – Essential for compliance & regulatory reporting.
✔ Company-Wide & Individual Adviser Insights – Track revenue at both the firm level and per adviser.
Task Management for a More Productive Workflow
The Tasks Tab ensures advisers and administrators never miss an important deadline.
🔹 Full Task Overview – View all assigned tasks, including due dates and client details.
🔹 Easy Task Updates – Edit, complete, or reassign tasks in just a few clicks.
🔹 Direct Links to Client Files – Jump straight to the relevant section of the back office to handle each task efficiently.
Seamless Transfer Management
JustFA’s Transfer Dashboard provides a real-time view of all transfers from third-party platforms.
📌 Automated Processing – Most transfers are fully electronic, requiring no manual intervention.
📌 Status Tracking – Advisers can see which transfers are in progress and if any require attention.
Why JustFA’s Back-Office Tools?
✅ Full Business Oversight – Real-time insights into clients, revenue, and operations.
✅ Automated & Time-Saving – Reduces admin work with automated transfers and revenue tracking.
✅ Integrated Task & Compliance Management – Keep everything organized in one secure system.
✅ User-Friendly & Efficient – Designed for advisers, administrators, and compliance teams alike.
🚀 Ready to see JustFA’s back-office tools in action?
Book a Discovery Call with our team to explore how JustFA can enhance your advisory operations.