How it works
With straightforward onboarding and seamless processes, JustFA will work with you to help you deliver high quality online advice services to your clients.
Sign up
Register for an introductory call with the JustFA team to learn how to add an online proposition to your existing business in a matter of weeks!
Get on board
Join us to get a turn-key online solution for your business, with full setup and training for advisers and support staff.
Start advising
Start servicing your existing clients, build a new client base and secure a future for your business and your clients' futures.
All the tools you need
Full advice workflow online
Not all technology needs to be complex. We'll give you a full suite of tools to cover client onboarding, fact finding, risk profiling, and recommendation reports. Our streamlined, simple interface allows ease of navigation, document downloads, e-signatures, investments control and so much more all with just a few clicks.
Easy implementation
Investment platform
The JustFA platform offers all the main functions of a modern investment platform, with multiple tax wrappers, payments and transfers, all easily managed at the click of a button. The platform gives access to a selection of managed portfolios which cater to a variety of client risk profiles and investment preferences.
Tools for clients
Client engagement
Our client engagement tools allow you to communicate with clients through chats, audio and video calls, and screen-sharing and co-browsing give you and your clients the feeling of a virtual presence. Clients have a fully-developed portal of their own where they can input their personal details, upload ID documents, fill in a risk profiling questionnaire, set up their goals, review and sign documents, and access their accounts valuation.
Compliance
Compliance-ready framework
All the processes on the platform are compliance-ready with built-in client on-boarding and checks throughout the systems. Within this framework you are free to use your own client documents and templates, set-up your fee structure and customise the workflow - the platform can accommodate it all.
Portfolio Management
Access to investment portfolios
JustFA Portfolios are a range of actively managed risk-rated investment portfolios. The portfolios are managed in accordance with specific investment mandates, maintaining pre-defined levels of risk. You can choose a portfolio from the JustFA range, suitable for your clients investment needs and attitude to risk, or implement your own managed portfolio service.
Staying at the forefront
An ever-evolving platform
We want to help you grow, which is why we'll keep expanding our offering. Although we'll provide you with a full suite of tools when you get set up, we're constantly developing new tools and functions so you'll never be limited.
Security
Protect your clients' assets
You can rest assured that with JustFA your clients’ assets are safe and secure, in third-part custody and protected by the government’s compensation scheme.
All payments and transfers can also be made securely within the system - it really does bring everything into one place.
Get in Touch
Working together to make financial advice available to all
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...