Delivering control, agility and security
Transact’s proprietary software is the foundation of our platform and a key differentiator in the platform market, delivering control, agility and security. This gives us the ability to innovate, respond quickly to adviser feedback and continuously improve, through our monthly release cycles.
The power of in-house development
Our large, experienced in-house development team ensures we are typically not reliant on external vendors to implement change. Many of our developers have been with Transact for decades and understand our code inside and out, further strengthening our ability to adapt our technology where required.
We rewrite approximately 10% of our code base every year. This continuous renewal helps to keep our software and infrastructure up to date, robust and resilient.
Platform functionality
Most of our processes are digital, saving time. Our streamlined client consent process reduces the need for wet signatures, accelerating onboarding and improving your clients’ experience.
Platform tools and functionality
Full model portfolio (‘template’) capability
Bulk dealing
Portfolio rebalancing
Online buying, selling, deposits and withdrawals
Bed and ISA/pension/bond functionality
Multi-investment strategy flexibility
API integration for account opening, valuations, transactions and remuneration reconciliation
Transact API
Portfolio and business management
Guided Applications – straightforward process for opening client portfolios
Acceptance of electronic and digital signatures from nearly all e‑signature suppliers
Easy access to client documents and reports
Investor authorisation and peer review – online client transaction review and approval
Links to Discretionary Investment Managers, SIPPs and other third parties
Bulk transfer support
Adviser branding
Platform reporting capabilities
Transfer report to track transfer progress
Investor report for client reviews and tax reporting
Adviser remuneration and business flow reporting
Cost and charges – full transparency and breakdown for client peace of mind
Income tax certificates
ISA/JISA/pension subscriptions
Reporting funds
Discretionary Investment Manager reporting service
Testimonial
The Transact proposition is first class and is considered by our firm to be the premier platform in the UK. The historical reduction of charges has been welcomed in addition to the ever-increasing digitalisation. The support from our service team is exceptional at all times.
Anonymous adviser, Transact 2025 Adviser Survey
