High-quality, personal service
Our personal, customer-focused service is at the heart of our business and we pride ourselves on the long-standing relationships we have built with advisory professionals. From onboarding to ongoing support, we provide a personal, accessible, relationship-driven experience that has won many awards over the years, including Best Platform at both the Money Marketing and Professional Paraplanner Awards in 2025.
When you choose our platform, you gain a true partnership, focused on delivering exceptional service to your business. Your Business Development Manager and Adviser Support Manager are available to support you both online and in person, while our expert technical team can provide training and assist with complex cases. You’ll also benefit from comprehensive online support and a regional service team dedicated to processing tasks and responding to client queries efficiently.
In addition to face-to-face, phone and email support, our live chat service is built into the platform and is delivered by a person not a bot, enabling you to message us and get support at the touch of a button. We also utilise a live in-person co-browse technology, which helps to promote quicker query resolution times on the platform.
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When you call us
Your call will be answered by a member of your regional support team. This means you’ll regularly speak to the same people whenever you call, promoting stronger relationships, accountability and quicker resolution times – in 2025 our call answer times averaged just 12 seconds.
Your support team includes specialists in technical, transfers, legal and compliance. You can contact us by phone, email, live chat and co-browse, ensuring help is always at hand.
Technical support
Alongside the specialists in your regional support team, you can contact our technical services team. They'll support you with questions you may have on the more technical aspects of financial planning, including tax, trusts, bonds, life and pension planning. Helping you to deliver great advice.
The team can also provide training, either remote or face-to-face; just give us a call and we’ll be happy to help.
There to support, not sell
Your Business Development Manager (BDM) and Adviser Support Manager (ASM) can help identify opportunities for business growth and can work with you to integrate Transact into your existing business processes. These highly skilled members of the team are not remunerated on sales. This means they are here to support you, not to push products, helping to deliver better outcomes for your clients.
Testimonial
My overall experience has been incredibly positive with Transact and I struggle to see why I would look at another platform.
Anonymous adviser, Transact 2025 Adviser Survey
