JustFA has partnered with New Leaf Distribution on a digital solution in a bid to bridge the advice gap.
New Leaf, an IFA network with more than 200 advisers, will be provided with a solution to serve clients who prefer digital engagement, including accumulators and the next-generation of clients.
The JustFA platform, powered by Seccl’s custody technology, integrates client engagement, onboarding, risk profiling and automated suitability reporting.
Alexandra Ilinskaia, chief executive of JustFA, said: “We are thrilled to welcome New Leaf Distribution to JustFA as our first network client.
"It is exciting to partner with a like-minded firm that shares our vision of improving client services and making the advisory industry more inclusive.”
New Leaf advisers will have access to automated recommendation reports, investment portfolios as well as a client portal and mobile app.
The partnership will also advisers to efficiently communicate and manage client interactions.
Therefore allowing them to focus more on building meaningful relationships and providing quality financial advice at a lower cost.
Sam Wallis, head of wealth management at New Leaf, added: “We are delighted to partner with JustFA to deliver a fully digital advice solution for New Leaf IFAs.
“We are confident that this collaboration will open up new markets and opportunities for our members and help them to serve more clients that will now benefit from financial advice.”
alina.khan@ft.com
