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Screenshots

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About JustFA

All your investment and pension accounts in one place with tools to help you
- Communicate to your adviser
- Upload your documents
- Sign agreements with your adviser electronically
- Review and accept your adviser’s recommendation
- Approve payments and transfers
- Track valuations of your investment and pension accounts

What’s new

Version 1.4.0 · Updated May 28, 2026

This release introduces additional flexibility for viewing valuations and expands support for new document and payment types. • Different time periods were added when viewing valuation charts for individual and aggregated goals. • Added support of new Annual Review document and Tax Relief payments. • Introduced capability to filter payments by amount.

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