Transact
  • HOME
  • OUR WRAP
  • OUR HISTORY
  • FAQs
  • CAREERS
  • CONTACT US
  • Login
  • Live Demonstration
  • Call us on (020) 7608 4900
    Mail us

We never stop trying to deliver an even better wrap service.

Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories.

Find out more

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.

  • Download our brochures

    To find out more about Transact please download our brochures...

    download
  • Discover how Transact could help you

    Transact is designed to help financial advisers and planners...

    learn more
  • Trial for Advisers

    If you are an adviser, you might like to try out Transact before signing up.

    learn more
Call us on (020) 7608 4900
Mail us
Legal & Regulatory Information (including Modern Slavery Statement)
  • © 2019 Integrated Financial Arrangements Ltd
    (Registered Office: 29 Clement's Lane, London, EC4N 7AE; Registered in England and Wales under number: 3727592)
    Authorised and regulated by the Financial Conduct Authority (190856)
    Integrated Financial Arrangements Ltd is a subsidiary of IntegraFin Holdings plc
This site uses cookies to improve your user experience. If you continue to use this site, you agree to allow cookies. To find out more about cookies, click here.