Transact offers financial advisers and their clients smart technology, high-quality support and personal service for a modern, efficient way to manage investment portfolios.

I'm an adviser

Learn more about how Transact can help your business and your clients.

Advisers

I'm a client

Find out more about Transact and how we can help you and your adviser put your financial plan into action.

Clients

Why Transact?

Personal service

Our head office and regionally aligned teams provide truly personal service – face-to-face, over the phone and online.

Award-winning platform

We are consistently rated “Best Platform” across independent research reports and industry awards*.

Proprietary technology

We own and develop the technology which powers our platform, giving you access to a fast, secure service.

Financial strength

With our strong financial track record, clients and their advisers can be confident that Transact can be relied upon for the long term**.

*Source: data from Investment Trends Adviser Technology and Business Report 2026 and based upon advisers being asked to rate their primary platforms. Further examples contained in our "Awards" section further down this webpage.
**Further information on our financial track record and strength is available in our financial strength guide.

Statistics

As at 31 March 2026

Funds under directions

£77.8bn

Clients

254,000

Awards

100+

Awards

Best Platform

Professional Paraplanner 2025

Best Platform

Money Marketing 2025

Best Use of Platform Technology

Schroders Platform Awards

A Best of British company

The Independent

Best of British

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