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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.
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.
£41 bn as at 30 September 2020
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.
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