Help and support
Below are some of our most frequently asked questions. Looking for something else, or keen to get started? Please don't hesitate to get in touch!
JustFA Technology is a breakthrough platform that allows financial advisers to build a more valuable business. We empower financial advisers with modern and easy-to-use technology, convenient advice tools and a choice of clear investment options so that they can service their clients more efficiently and make their services more affordable for their clients.
Yes, most of the firms which use JustFA platform are using it as an online proposition for a certain client segment in addition to their current advisory business.
We can get you up and running in several weeks from the initial conversation to a fully functional setup for your firm on JustFA platform customised to your specific needs.
No, JustFA Platform does not offer advice services to end clients. JustFA platform facilitates advice workflow for advisers and their clients, arranges custody and execution services and discretionary investment management for end clients.
There are several portfolio ranges within JustFA Portfolios offering including Active, Passive and ESG.
We do allow firms to run their own portfolios if they are authorized by FCA to provide discretionary investment management services. We can also help advisory firms to set-up their own investment propositions by using third party investment managers.
There are no on-going fees for advisory firms on JustFA platform.
Currently we are not charging advisory firms for the initial setup .
Seccl Technology Limited, a part of the Octopus Group, is providing the investment platform technology for JustFA platform.
Seccl Custody Limited, which provides custody services on the JustFA Platform, are authorised and regulated by the FCA to arrange, safeguard and administer custody of cash and assets. Your clients’ assets are protected under FSCS.
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Our online platform will provide you with all the tools you need in one place, and support the advice process from start to finish, so you can apply your expertise more efficiently and effectively. Let us show you how...