JustiFi Overview

JustiFi is a comprehensive financial services software designed to simplify financial operations and improve decision-making for businesses in the financial services sector. Whether you’re providing accounting, investment, insurance, or lending services, JustiFi offers a unified platform to manage your clients’ portfolios, track transactions, and ensure regulatory compliance. The software includes a suite of financial tools for budgeting, forecasting, cash flow management, and financial reporting, providing businesses with detailed insights into their financial health. With built-in analytics, JustiFi helps businesses identify trends, track performance, and make informed decisions that drive growth. The platform also includes secure client portals, enabling businesses to offer personalized financial advice and access to their clients in real-time. JustiFi’s automation features reduce the need for manual data entry, saving time and minimizing errors. With its robust compliance management tools, JustiFi ensures businesses meet industry regulations, making it an essential tool for financial advisors, banks, and insurance companies.

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Contact Details

  • Vendor Name JustiFi
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

JustiFi Features

  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Contactless NFC
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Electronic Signature
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Mobile Card Reader
  • Arrow Icon Mobile Access
  • Arrow Icon PCI Compliance
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Receipt Management
  • Arrow Icon Credit Card Processing
  • Arrow Icon Electronic Payments
  • Arrow Icon Electronic Signature
  • Arrow Icon Billing & Invoicing
  • Arrow Icon In-Person Payments
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Payment Fraud Prevention
  • Arrow Icon Payment Processing
  • Arrow Icon Data Security
  • Arrow Icon Electronic Payments
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Payment Processing Services Integration
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Online Payments
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Debit/Credit Card Processing
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Mobile Payments
  • Arrow Icon PCI Compliance
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Multi-Currency
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Dunning Management
  • Arrow Icon Revenue Recognition
  • Arrow Icon Payment Processing
  • Arrow Icon Multi-Period Recurring Billing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Invoice Processing
  • Arrow Icon Contact Database
  • Arrow Icon Deferred Billing
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Refund Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Subscription Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Self Service Portal
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Tax Calculation
  • Arrow Icon Enrollments/Onboarding
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Dunning Management
  • Arrow Icon Product Catalog
  • Arrow Icon Subscription Plan Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Tax Management
  • Arrow Icon Discount Management
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cancellation Management

JustiFi Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

JustiFi FAQs

JustiFi is a comprehensive financial services software designed to simplify financial operations and improve decision-making for businesses in the financial services sector. Whether you’re providing accounting, investment, insurance, or lending services, JustiFi offers a unified platform to manage your clients’ portfolios, track transactions, and ensure regulatory compliance. The software includes a suite of financial tools for budgeting, forecasting, cash flow management, and financial reporting, providing businesses with detailed insights into their financial health. With built-in analytics, JustiFi helps businesses identify trends, track performance, and make informed decisions that drive growth. The platform also includes secure client portals, enabling businesses to offer personalized financial advice and access to their clients in real-time. JustiFi’s automation features reduce the need for manual data entry, saving time and minimizing errors. With its robust compliance management tools, JustiFi ensures businesses meet industry regulations, making it an essential tool for financial advisors, banks, and insurance companies.

  • No, JustiFi does not offer a free version.

  • Yes, JustiFi offers a free trial.

  • No, Credit Card details are not required for the JustiFi trial.

  • No, JustiFi does not offer an API.

  • JustiFi supports the following languages:
    • English

  • Following are the typical users of the JustiFi:
    • Self-Employed , Small-Business , Midsize-Business

  • JustiFi supports the following deployment:
    • Cloud Hosted

  • JustiFi supports the following devices and operating systems:
    • Web-Based