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Streamlining Advisory Operations with JustFA’s Back-Office Tools

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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.

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