Wealth Mgmt Systems
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JustFA is an ‘Advice and Investment’ platform. It combines a back-office system with other financial planning tools to provide hybrid advice to end clients.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

INSIGHTS:

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Integration Hubs & Tools – Finio

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REGTECH SUPPLIER/SOFTWARE: Aveni

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Report Generation Supplier/Software: Ammonite

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Wealth Management Systems
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