Software providers offering Transact services
The table below shows the current integrations:
Our current integrations
Software providers | Valuation | Transaction | Remuneration | Account opening |
|---|---|---|---|---|
Adviser Cloud | ✔️ | |||
Assyst Software | ✔️ | |||
Best Practice IFA Group (Benchmark) | ✔️ | |||
CashCalc | ✔️ | |||
Contengo | ✔️ | ✔️ | ✔️ | |
Dynamic Planner | ✔️ | |||
Intelliflo | ✔️ | ✔️* | ✔️ | ✔️ |
Iress – O&M Profiler | ✔️ | |||
Iress – Xplan | ✔️ | ✔️ | ||
JCS Software | ✔️ | |||
moneyinfo | ✔️ | ✔️ | ✔️ | |
Morningstar – Wealthcraft | ✔️ | |||
Ningi | ✔️ | |||
Plannr | ✔️ | ✔️ | ✔️ | |
Prestwood – Truth | ✔️ | |||
Sprint Enterprise – Fastrak | ✔️ | ✔️ | ||
Time4Advice – CURO | ✔️ | ✔️* | ✔️ | ✔️ |
Timeline | ✔️ | |||
True Potential | ✔️ | ✔️ | ||
Twenty7tec | ✔️ | |||
Voyant | ✔️ | |||
Zerokey | ✔️ |
Note: the table includes software providers used by more than five Transact adviser firms.
*Contributions and withdrawal data.
Authorisation process
Your software provider can only access Transact data, or carry out actions, when you have explicitly authorised it to do so. This authorisation process (sometimes called OAuth) is simple and secure.
This short video shows how it works:
Contact
For any enquiries relating to the Transact API, please get in touch with the Transact API team: