Through powerful software, award-winning service, technical support and seamless integrations with adviser software, Transact gives you everything you need to make financial planning easier.
Why we are different
Exceptional service, tailored to you
Our customer-focused service is at the heart of our business. From onboarding to ongoing support, we provide a personal, accessible, relationship-driven experience that has won many awards, including technical support to help you with more complex cases.
Built on proprietary software
Transact is powered by our own in-house software. This gives us the ability to innovate, respond quickly to adviser feedback and continuously improve, through our monthly release cycles.
Seamless integrations with adviser technology
Through our API we provide two-way data integrations with many of the leading back-office systems and cash flow modelling tools, covering valuations, fee reconciliation, transaction reporting and account opening – reducing rekeying and saving you time.
Tax-efficient products, tools and powerful collaborations
We give you access to the most comprehensive proposition in the platform market, including a wide range of tax-efficient wrappers. We are the only platform to offer fully integrated onshore and offshore bonds, making it easy to run your Centralised Investment Proposition across all wrappers. We also provide a wide range of specimen trusts, plus tools and access to third-party services, including over 120 Discretionary Investment Managers (DIMs).
Source: Platforum. May 2026
Transparent charges
If you are an adviser and would like to find out more about our services, one of our friendly team will be delighted to talk to you. You are also very welcome to arrange a visit to our office in London to get a feel for our business, to ask questions or to meet our senior management team.
Discover more about Transact
Learn more about our software and award-winning service.
Personal service
Valued, relationship-driven service with fast response times, expert technical support and dedicated regional teams.
Our software
Transact’s in-house platform software delivers control, agility and security with continuous innovation and digital processes that make financial planning easier.
Robust security
Transact is a secure platform designed to protect client investments through robust processes, fraud prevention and best practice.
Integrations
Learn more about Transact's platform integrations with adviser software, including valuation, remuneration, transaction data and account opening feeds.
Our charges
Discover Transact’s clear and transparent charging structure, with flexible pricing, family linking benefits and full cash interest returned to clients.
Cash
Understand how client cash is managed on Transact, with active treasury management, robust protection and full interest paid to clients.