ABOUT TRANSACT
The UK’s first wrap service
Transact was the first wrap service to launch in the UK, in 2000. Over the years we have harnessed systems, technology and our in-depth knowledge of the UK investment market to provide a more efficient and simpler way for advisers to manage clients’ financial portfolios. The result is the highly refined wrap service known as Transact.
Ownership
“Transact” is the name of the investment administration platform service offered by Integrated Financial Arrangements Ltd (IFAL), which was established in 1999. IFAL is a company within the IntegraFin Holdings plc (IntegraFin) group of companies. IntegraFin is a company listed on the London Stock Exchange and is a constituent of the FTSE 250 index (as at June 2025).
Financial strength
Transact has been profitable every year since 2003 and is underpinned by the financial strength of Integrafin Holdings plc. Transact aims to work exclusively through financial advisers and is 100% focused on servicing the UK market. With our strong financial track record, clients and their advisers can be confident that Transact can be relied upon for the long term.
Funds Under Direction
£69.5bn
As of 31 March 2025
IntegraFin pre-tax profit
£70.6m
For year ending 30 September 2024
Financial strength flyer
Our track record
Transact is consistently voted the leading wrap platform in the UK by advisers, including in a recent study by research firm Investment Trends, where Transact was rated as the top platform for overall service.* The platform was also awarded Best Platform for Advisers at the Professional Adviser Awards 2024 and Best Platform at the Professional Paraplanner Awards 2025.
*Source: data from Investment Trends Adviser Technology and Business Report 2025 and based upon advisers being asked to rate their primary and secondary platforms
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