We'll give you everything you need, all in one place, so you can start servicing new and existing clients online.
If you strive to provide quality, cost-effective, tailored financial advice to everyone, JustFA can help. Setting up with us couldn't be more straightforward - not only will we have you set up in a matter of weeks, but our platform can be used in addition to your current business, so you won't have to start from scratch. Our technology makes your work more efficient, saving you and your clients time and money.
We have built - and continue to improve - the JustFA online advice and investment platform to help you consistently reach more clients.We'll keep the platform up to date with new technologies so you will always be at the forefront and will always be able to reach more clients. We want to ensure your success, so we'll support you and help you evolve for as long as you're with us, not just during the onboarding process.
We strive to empower you with modern and practical technology and a choice of clear investment options, so that you can advise clients more efficiently.Our simple and intuitive system will take the hard work out of the day-to-day admin processes, allowing you to focus on delivering a great quality, cost-effective service to clients, every time.
By allowing advisers to combine modern technology and traditional advisory services, we help to bring financial advice to people of all ages.We believe it's important to provide everyone with financial advice. With an increasing number of people working online, it's more important than ever to offer an online service. JustFA helps you do just that, making financial advice accessible to everyone. A younger client base and a sustainable online platform will help increase the longevity of your business and will help you reach more clients.
With JustFA, you'll get access to an all-in-one advice and investment platform in a single secure environment.Our full adviser workflow covers adviser back-office, financial review tools, document management, as well as a powerful CRM and accessible client data, so it's straightforward for you as well as your clients. You'll have a co-branded online space for your clients, tailored to your requirements, where you'll be able to stay in control of the design with our customisation features.
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...