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.
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.
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.
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.
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.
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.
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.
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.
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...