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Home Platform Transact

Willingness to recommend

4.51/5

Based on 98 reviews

Transact

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Value for money

4.37/5

Support

4.59/5

Integrations

4.02/5

Based on 98 reviews

Our proposition is to deliver the best service in the investment platform market. We achieve this through a combination of proprietary software and regionally aligned Client Service Teams. This is further enhanced by our Technical Support Team and Adviser Support Managers and Business Development Managers. Transact has been top rated by CoreData and Investment Trends independent research surveys every year inclusive 2010-2020. We offer access to the fullest range of tax wrappers and assets. Portfolio valuations, purchases and sales, templates, tax and client reports are all supported via Transact Online.

Our service includes links to portfolio and asset review tools, access to cash flow modelling tools and the provision of data to third party service providers. We also provide access to trust services, over 100 Discretionary Investment Managers and all the major third party SIPP providers.

NextWealth view

Transact offers top-notch service and is well-regarded by advisers that use the platform. As with others, they have made strides to reduce paper and we recognised them as “digital process game-changers” for making fast progress in 2020 toward digital processes. When we ask advisers what they want from a platform, the top response is usually “that it works” and Transact does.

Transact tend to be more expensive for smaller accounts but they continue to reduce their charges as they grow to scale. The firm also announced an acquisition of Time4Advice, owners of the back-office system, CURO.

Transact is resolutely independent. It has no tie-ups with any asset managers and no whiff of vertical integration. The Time4Advice acquisition makes sense as a way to get more deeply embedded in adviser businesses. We are often told that Transact's tech is creaky. It's hard to find evidence of that as they innovate more quickly than many competitors. They were the first to fully comply with pension freedoms and were among the first to be compliant with MiFID II. Transact has made it a virtue to stick to its knitting. It's completed a successful IPO, continues to innovate and remains focussed on the adviser and customer.

Assets under influence:
£41 bn as at 30 September 2020
Ownership:
Transact is the name of the investment administration platform service and forms part of IntegraFin Holdings plc. IntegraFin is a company listed on the London Stock Exchange.
Technology Partnerships:

Proprietary

Integrations

4.02/5
Based on 98 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

CashCalc

PPOLcalc

Prestwood:Truth

Voyant

moneyinfo

MoneyHub

Morningstar

Adviser Cloud

Adviser Office (IRESS)

Assyst Software

Avelo

Bluecoat

Clarity Ltd

CURO (Time4Advice)

Durell Software

Enable (Best Practice)

Focus Solutions

intelliflo office (intelliflo)

JCS

O&M Life and Pensions Ltd

Plum Software (Praemium)

Prestwood Software

Quay Software Solutions

True Potential

Xplan (Iress)

FE Analytics

Morningstar

Dynamic Planner

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Transact
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Have inherited client's from another firm. Find it a bit clunky.
Anonymous September 2020
5/5
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Anonymous September 2020
3/5
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3/5
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3/5
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Anonymous September 2020
5/5
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4/5
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5/5
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4/5
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Great all rounder - the client on boarding process should be better - loading on a client like with Novia. When registering you have to get a password by post which is too old school.
Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
3/5
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Anonymous September 2020
4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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Anonymous September 2020
4/5
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3/5
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4/5
Value for money
4/5
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Robust platform Excellent service The 'ronseal' of platforms
Anonymous September 2020
5/5
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3/5
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4/5
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5/5
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No comment left by user
Anonymous September 2020
4/5
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4/5
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4/5
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4/5
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Anonymous September 2020
5/5
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3/5
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3/5
Value for money
4/5
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Apart from the tedious onboarding and the very out of date literature and system they are very reliable on service and flexible to help correct any issues
Anonymous September 2020
5/5
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2/5
Integrations
4/5
Value for money
4/5
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good service and platform functionality
Anonymous September 2020
5/5
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5/5
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5/5
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Anonymous September 2020
2/5
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1/5
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1/5
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3/5
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Anonymous September 2020
4/5
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3/5
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Anonymous September 2020
4/5
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4/5
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4/5
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Anonymous September 2020
3/5
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3/5
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4/5
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5/5
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Anonymous September 2020
5/5
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5/5
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Anonymous September 2020
5/5
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5/5
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4/5
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5/5
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No comment left by user
Anonymous September 2020
4/5
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4/5
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4/5
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4/5
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Anonymous September 2020
5/5
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5/5
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Anonymous September 2020
4/5
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3/5
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4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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3/5
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5/5
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4/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
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Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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Anonymous September 2020
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
2/5
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1/5
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Anonymous September 2020
3/5
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3/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
5/5
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5/5
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5/5
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Anonymous September 2020
4/5
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4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
5/5
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4/5
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Anonymous September 2020
5/5
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Anonymous September 2020
5/5
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Anonymous September 2020
4/5
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3/5
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4/5
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Anonymous September 2020
5/5
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4/5
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5/5
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Anonymous September 2020
3/5
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3/5
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3/5
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4/5
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Anonymous September 2020
5/5
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4/5
Integrations
5/5
Value for money
4/5
Service
System a bit old now but excellent service and they do care
Anonymous September 2020
5/5
Willingness to recommend
5/5
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5/5
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5/5
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No comment left by user
Anonymous March 2020
5/5
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5/5
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5/5
Value for money
5/5
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No comment left by user
Anonymous March 2020
5/5
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5/5
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5/5
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5/5
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No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
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3/5
Value for money
3/5
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No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
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5/5
Value for money
5/5
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No comment left by user
Anonymous March 2020
4/5
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2/5
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3/5
Value for money
2/5
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It just works really well. Any problems sorted out quickly and easily.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
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No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
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3/5
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3/5
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No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
3/5
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5/5
Value for money
5/5
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They are the best in terms of value
Anonymous March 2020
3/5
Willingness to recommend
3/5
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3/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
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5/5
Value for money
5/5
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very efficient
Anonymous March 2020
4/5
Willingness to recommend
3/5
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4/5
Value for money
4/5
Service
"They provide a good service
Anonymous March 2020
5/5
Willingness to recommend
5/5
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5/5
Value for money
5/5
Service
They are the best and own their own tech
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Support and service has been first class will use more in future
Anonymous March 2020
5/5
Willingness to recommend
4/5
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5/5
Value for money
5/5
Service
"The support at the commencement of our business relationship was superb with visits made to the office to train both Advisers and Administrators combined with an efficient telephone support service
Anonymous March 2020
4/5
Willingness to recommend
4/5
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3/5
Value for money
4/5
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Service and funds
Anonymous March 2020
5/5
Willingness to recommend
4/5
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5/5
Value for money
5/5
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do a good job and care
Anonymous March 2020
5/5
Willingness to recommend
5/5
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4/5
Value for money
5/5
Service
Everything works and the team there understand how to deal with most issues presented to them.
Anonymous March 2020
5/5
Willingness to recommend
4/5
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5/5
Value for money
5/5
Service
By far the best service in the market.
Anonymous March 2020
5/5
Willingness to recommend
4/5
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4/5
Value for money
4/5
Service
Good all round service
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"It is excellent
Anonymous March 2020
1/5
Willingness to recommend
5/5
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5/5
Value for money
5/5
Service
I don't talk to other IFAs on this subject
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Most robust platform and only one in profit
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
They provide the very best customer service.
Anonymous December 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Excellent service, great choice of investments. You feel you're not alone when you need some clarification.
Anonymous December 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Simply the best there is. Have always done what they said they would do - the best of which is reducing charges to clients which fits with my core value of being fair and offering great value to my clients. IN the 12 years I have been dealing with them, the phone has never, never, never ever rung more than 5 times before being answered - and that is through huge growth as well. An example to all others on how this should be done.
Marcus Chapman November 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Martyn Evans November 2019
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
In recent times we've tended to go with Transact because the admin is fantastic. Bigger pots lend themselves to Transact because of fees. Clients like what they receive from Transact. For any issues or problems, you always speak to the same person. They phone us back even if they don't have an answer just to touch base. They are pricier but it's worth it.
Anonymous October 2019
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Liam Fowler October 2019
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