A smarter, simpler way to manage complex financial plans.
Our award-winning wrap service already has a loyal following from a large number of financial advisers and planners in the UK – and for good reason.
In simple terms Transact is a smarter, more effective and efficient way to aggregate and manage your clients' investment portfolios and financial plans online. That said, Transact is so much more than just an online service. Our personal one-to-one service we provide is a key part of what we have to offer. It is this that ensures that Transact is adaptable and flexible enough to deal with the complexity of real-world financial plans and investment portfolios. That's not something you can completely automate – and we wouldn't want to.
Our unique combination of proven technology and personal service can save you and your business a significant amount of time by releasing you from much of the mundane, time consuming paperwork and administration involved in managing your clients' financial plans. This will enable you to provide an even better service to your clients – as you will have the time to concentrate on helping them to plan their financial future.