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.
“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 July 2020).
Transact has been profitable every year since 2003, and has been awarded an ‘Excellent’ financial performance rating for the last seven years to 2020 in the FinalytiQ Advised Platform Report. Transact works 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
As at 31 December 2020
IntegraFin pre-tax profit
For year ending 30 September 2020
FinalytiQ Advised Platform Report 2020
Find out morePillar 3 Disclosures Document
“Continues to demonstrate financial stability and is both consistently profitable and sustainable”FinalytiQ Endgame Advised Platform Report 2020
Our track record
Transact is consistently voted the leading wrap platform in the UK by advisers, and was most recently rated the Best UK Platform in both the CoreData and Investment Trends independent adviser reports 2020, for the eleventh consecutive year and 5* Investment Provider at the Financial Adviser Service Awards 2020. We were also awarded Best Platform for Advisers with AUA over £20bn in the Professional Adviser awards 2019 and Best Overall Service – Existing Business from Professional Paraplanner 2018.View our awards
Progress and innovation
As owners of our own software and technology, we have full control over the development of our service and prioritise the changes we make to ensure we continue to be the leader in platform innovation and foresight.
Facts and firsts
At Transact, we:
- Make incremental improvements via system update releases every month.
- Have over 500 years of experience in our systems development team.
- Were RDR (Retail Distribution Review) ready from platform inception.