For Advisers


We know that no two adviser firms have the same requirements – just like your clients

That’s why we provide personal, flexible support to meet your and your clients’ needs as effectively as possible. Our personal, one-to-one service ensures we are always on hand to support you in dealing with the complexity of managing real-world financial plans.

What this means for you:

  • A dedicated Business Development Manager and Adviser Support Manager for your business.
  • Regionally aligned Client Service Teams for queries.
  • No automated answering service when you call. You are always put through to a person during office hours.
  • Direct access to our Technical Services team.
  • Co-browsing to access real-time phone and online help.
  • Live Chat to access immediate platform support.

Support overview

Business Development Managers

Help you explore platform features and functionality and demonstrate how our platform and service can support your business. They guide you through your initial on-boarding along with the Adviser Support Manager and support you as you write your first cases with us.

Adviser Support Managers

Provide extensive support in your initial set up and throughout the first instructions you make on our platform, ensuring you learn best practice techniques. They provide dedicated ongoing support and training in areas such as platform enhancements and legal and regulatory changes. You can request supplementary training as required, which can be done remotely or in your office.

Client Service Teams

Provide day-to-day support. Your regionally aligned Client Service Team is based at our head office and, because you deal with the same team of people each time you call, we get to know your business, ensuring the development of close working relationships.

Technical Services Team

Provides additional specialist support on queries covering:

  • Pensions
  • Trusts, and
  • Tax.

Transact advisers have direct and unlimited access to our Technical Services team. You can also access a range of trust documents and specimen trust wording.

Training Videos

Simple, step-by-step videos demonstrate many of the key features and functions you can perform online, such as buying, selling and switching, and creating and rebalancing templates.

Live Chat & Co-browse

We provide immediate help on platform functionality queries via Live Chat and Co-browse. Co-browse allows you to share your screen with us securely while you speak to us over the phone.

Get a practice management review

If you would like help deciding what might suit you and your clients’ needs, just get in touch.

Experience our head office customer journey

Arrange to see how we deliver award-winning service, and meet your Client Service Team.

Contact us