Since its launch, Transact has become one of the most highly regarded platforms in the industry, now holding over £65.9 billion of funds under direction for approximately 241,000 clients (as at 31 March 2025). Core to this success is the feedback and the trust advisers have placed in us. Thank you to those of you who have supported us. 25 years is just the beginning Our success has been built on personal service and platform functionality underpinned by our own software and tax wrappers. It is important we aren’t complacent. We need to evolve to match the changes advisers want to make. Continuing our plan of digitalisation Through our in-house proprietary software and development team, we are perfectly placed to adapt our platform to suit the needs of your business. Over the years we have delivered a raft of changes, including many in the last year, and now over 93% of instructions can be placed digitally through Transact Online. We are continuing this programme of activity, to make your life easier and reduce administration. This will include online pension income management, family linking, guided applications for bonds and much, much more. View our roadmap of recent and future developments. Building deeper Integrations with software providers We’ve operated valuation, transactional and fee reconciliation APIs for many years. Last year, we facilitated client consent for new portfolios via third parties. This year, we launched our account opening API. This is the start of us taking data or instructions from back office systems into Transact! If you would like a strategic discussion on how Transact works with your wider technology stack, please speak to one of our Sales and Online Support Team on 020 7608 5350. Giving you and your clients great service You can now speak to technical, transfer and compliance specialists on our regional teams for more specialist advice related to transfers, trusts, pension income and deceased cases. This year, we introduced regional live chat so you can ask client specific queries via live chat. We have also invested in our centralised technical support team. They are taking more calls from advisers and doing more field trips on technical planning topics than ever before. We believe the Budget last year has created more opportunities for great financial planning! All of this is underpinned by our commitment to reduce prices as our business grows – passing on efficiencies of scale to your clients. So, whatever the size of your business, you can recommend Transact with confidence to help you deliver great advice to your clients. Tom Dunbar Are you an Advisory Professional, new to Transact?
Celebrating 25 Years
Launched in 2000 as the first wrap service in the UK, our platform is proud to be celebrating its 25th anniversary.
Our objective is to make financial planning easier for you and we will do this by:
This is a significant strategic shift for our business as we prioritise the development of deeper, two-way integrations with back-office software providers. This will reduce rekeying between your back office system and our platform, realising efficiencies and reducing risk in your business.
High quality personal service remains a key priority for us. Last year the average call answer time in our service areas was just fourteen seconds. However, what really matters is your experience once you get through!
Transact, Chief Executive Officer