We provide access to over 120 Discretionary Investment Managers (DIMs), delivering efficient and effective technology that powers discretionary portfolios.
We make working with DIMs, easier, scalable and more integrated. we are always happy to consider onboarding new discretionary firms if it benefits your business. We also offer our own Model Portfolio Service, in partnership with leading investment manager BlackRock.
Speak to your Transact Business Development Manager for more information on how we can support the partnership you have with your Discretionary Investment Manager.
Discretionary Investment Management – Support materials
There is a lot of information available to help advisers and their discretionary partners get the most out of Transact Online. Simply log in and go to Information > User guides to access:
Third Parties on Transact – A guide for DIMs, advisers using DIMs, choosing a DIM for clients, gaining access to DIMs’ templates (models)
Template (Models) Portfolio videos
Transaction Reporting DIM Guide
For DIMs using Transact, check out our top tips webpage.