A LEADING PLATFORM FOR YOUR FINANCIAL FUTURE

Transact is an award-winning wrap platform service

We offer you and your financial adviser a smarter, more efficient way to manage your financial portfolio by enabling you to hold all your investments in a single, accessible online platform within a range of tax efficient wrappers.

Holding all of your investments in one place makes it easier to manage your portfolio, view your financial position and plan for your financial future. You and your financial adviser can spend the time saved focusing on achieving your financial goals, rather than on the administration associated with portfolio management.

Take a look at our short video below which provides you with an introduction to the Transact service.


 

Our video is best viewed with the sound turned on. You can download a transcript of the video here.

Transact in numbers

As at 30 June 2019, Transact has over:

173,000

Clients

5,700

Advisers

£36.3bn

Funds under direction