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For clients and their financial advisers

Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios.

We provide a wide range of financial planning tools and comprehensive reporting, alongside an extensive range of investments and tax efficient wrappers to make the management of portfolios as easy and efficient as possible.

Our solution

Unrivalled adviser support

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

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Award-winning platform

We are consistently rated
‘Best Platform’ across independent
research reports.

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Proprietary technology

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

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Transact key stats

As at 31 March 2024, Transact has over:


Funds under direction









“I find the Transact online functionality to be perfect for my financial planning focused business; and I find the help and support given by Transact staff to be absolutely first rate.”

Ian O’Connor, Financial Adviser, Astute Financial Planning