Transact – still a UK platform leader

By Lora Benson | Jan 26, 2017
Transact's plans for the year ahead.

Launched as the first wrap service in 2000, Transact started something of a revolution. Since then we’ve continued to lead the market and enhance our service offering, providing:

  • Value for money
  • The widest wrapper range
  • The widest fund range with access to more than 14,000 funds
  • A platform updated monthly, with unrivalled functionality1
  • Regionally aligned adviser support from over 150 Client Service Managers
  • Unlimited, direct access to our Technical Services team
  • Support from Business Development and Adviser Support Managers
  • Full model portfolio capability - all online.

We also offer family linking, capital gains reporting for multiple clients (used to analyse husband and wife together), links to over 90 Discretionary Investment Managers plus SIPP providers and other third parties.

We run a profitable sustainable platform and have made 11 price reductions in the last eight years. Our latest price reduction takes effect from 1 April 2017.

You can also rely on us to help you prepare detailed due diligence reports explaining why Transact is right for your clients.

In the year ahead we are continuing to add tools and services that help adviser firms build their business on ours.  Our most recent enhancements include:

  • Integration with cashflow modelling tools: CashCalc and Prestwood’s Truth
  • Development of Trust Services: We have sourced specialists in the field of trusts, such as Solidus, to help you put trusts in place to protect your clients’ wealth, and Trust Bank Accounts from Metro Bank plus Clydesdale Bank and Yorkshire Bank.

We have also introduced a Broker ‘marriage broking’ service for advisers wishing to buy and sell other adviser businesses and sourced a company called Vertus who can arrange funding.

To find out more please contact Transact Sales Support on 020 7608 5350 or email salessupport@integrafin.co.uk

Transact is the first independent, IFA-only Wrap service to be launched in the UK in 2000. Transact provides a full range of open architecture tax wrappers which can purchase, hold and report on virtually any asset that is tradeable and priceable in the UK, including all Unit Trusts, OEIC's, Investment Trusts, Equities, Gilts, VCT's, ETF's Hedge Funds and cash.