IFA network New Leaf Distribution has partnered with advice and investment platform JustFA to allow its firms and advisers to serve clients who prefer digital engagement.
JustFA is powered by Seccl's custody technology and integrates client engagement, onboarding, risk profiling, and automated suitability reporting. The platform also includes automated recommendation reports, model portfolios tailored to clients' risk profiles and investment preferences, and a client portal and mobile app launched by the firm earlier this month. This collaboration aims to allow New Leaf advisers to connect with a broader client base while providing the digital interaction "today's clients expect". New Leaf Distribution's advisers will benefit from JustFA's digital c...
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