Digital advice platform launches client mobile app for IFA firms

Clients can view portfolio information, track progress and upload documents

Isabel Baxter
clock • 1 min read

Digital advice platform JustFA has launched a client mobile app

The app is designed to enhance its digital advice and investment platform services tailored for IFA firms. With the app, clients can view their portfolio information, track the progress of their financial goals, upload documents directly into the system, sign documents digitally, and communicate with their financial planner through messaging, audio calls, and video calls. It is a fully integrated solution that gives clients "unprecedented access and control over their financial planning," according to JustFA. Its CEO Alexandra Ilinskaia stated: "This is a significant enhancement to...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Technology 'imperative' in the great wealth transfer pivot

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

Isabel Baxter
clock 27 January 2025 • 4 min read
What to expect from AI in financial advice in 2025

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

Nick Eatock
clock 16 January 2025 • 4 min read
Majority of IFAs have no plans to use AI in their practices

Majority of IFAs have no plans to use AI in their practices

Advisers divided on the pros and cons of AI

Isabel Baxter
clock 14 January 2025 • 2 min read