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...

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Isabel Baxter
Author spotlight

Isabel Baxter

Chief Reporter at Professional Adviser

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