Transact’s Application Programming Interfaces (APIs) are already integrated with a number of third-party back-office systems, offering a wide variety of services to Transact advisers.

Transact offers API data exchange for a wide range of back-office providers, including:

  • Intelliflo
  • Iress
  • Sprint
  • Time4Advice.

To link to a provider, your firm needs to submit a form via Upload Documents. Once the link is set up, you can use your TRDS password and Transact Number with the provider’s software.

We have integrated with a wide range of third-party software providers to help advisers and their clients get the most out of Transact.

As an example, our latest API allows advisers to get their fee reconciliation data. This can improve accuracy and improve efficiency as data will be transmitted quickly and securely with no rekeying required.

Any links to websites (other than those owned by Transact) are provided for information purposes only. No responsibility is accepted for their content or their availability.


Portfolio and Asset Review Tools

Advisers have access to a range of external providers through the Transact platform including Morningstar, Finametrica, Bloomberg, Trustnet, Morningstar Workstation and Financial Express Analytics.

CashFlow Modelling

We integrate with some of the most popular cashflow modelling tools. We currently integrate with the following providers and will announce others as they come on board: