In line with our aim to make financial planning easier, we have undertaken a major upgrade programme to our API, improving how the platform connects with the financial planning software you use including CRMs (Customer Relationship Management) systems. The new framework is designed to deliver richer, up to date and reliable data directly into advisers’ systems, strengthen integrations, and introduce a simpler setup process for you.
You can already open accounts using data from your preferred CRM or planning software, track transactions, valuations and reconcile remuneration. Transact’s existing API services will continue to run reliably, and we will continue to build on them further. We will be adding additional data fields including wrapper status (open and closed) and over time will add categorisation of transactions to provide context, such as whether an entry relates to a transfer or contribution. Planned improvements will include:
improved access to documents that support client reviews,
costs and charges data,
the execution of instructions, and
the ability to manage models and rebalance portfolios using DIM’s own software.
This development is an important part of our long‑term plan to support digitalisation across the advice sector. The aim is to offer UK advisers a more connected and intuitive experience, helping you work more efficiently and confidently while maintaining control.
For technology-focused advice firms, the modernised API is intended to help reduce rekeying, cut manual work and improve data consistency across systems. Advisers should benefit from smoother integrations, fewer errors and a more joined‑up technology environment. The setup process is designed to be secure and efficient using industry - standard technology.
If you’re looking to simplify your workflows and spend less time on admin, The Transact Podcast (episode 26) offers a clear view of what the Transact API can unlock. Integrations Manager, Tom Phillips, and Head of System and Service Development, Dave Styles, explore how the new API will transform the way the Transact platform and CRMs work together, now and in the future. (Episode 26 is available on Spotify and Apple).