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

Is this it? What CEOs need to see from AI

Is this it? What CEOs need to see from AI

The public conversation about AI and jobs has been oddly naive. On one side, existential panic about mass unemployment. On the other, breezy reassurances that AI just makes us all a bit more productive. Both miss the point, writes Samantha McBride

Samantha McBride
clock 04 August 2026 • 3 min read
PlannerPal CEO: 'Not all integrations are equal'

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

Isabel Baxter
clock 30 July 2026 • 3 min read
AI is transformative, but are investment portfolios too dependent on it?

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

Nisha Thakrar
clock 27 July 2026 • 4 min read