Supporting your investment process
Our platform gives you access to all the building blocks you need to run your centralised investment proposition efficiently, with access to a wide range of asset types, including OEICs and unit trusts, investment trusts, ETFs, equities and more. If your preference is to outsource your centralised investment process, then you can access the expertise of over 120 Discretionary Investment Managers (DIMs), including both model portfolio and bespoke discretionary services.
Discover more
Find out more about the investments solutions and cash available on Transact.
Asset range
Transact provides access to 11,000+ assets, including funds, ETFs, bonds and equities from 400+ leading asset managers.
Discretionary services
Transact offers access to 120+ discretionary investment managers, alongside technology designed to support efficient portfolio management.
The Transact – BlackRock MPS
Explore Transact’s Model Portfolio Service with BlackRock, offering risk-managed, cost-effective portfolios and support for advisers.
Cash
Understand how client cash is managed on Transact, with active treasury management, robust protection and full interest paid to clients.