About

OUR AWARDS

In recognition of our service to advisers and their clients over the years, we have won many awards

As well as the awards in the table below charting the success of Transact over the years, we also value the results from independent research companies such as CoreData and Investment Trends, which are based on adviser-completed surveys.

Transact was rated the best large and best overall platform in the CoreData Investment Platform Study 2018, and was also voted the best overall platform every year from 2010 to 2017 inclusive. We have also been rated top in the independent Investment Trends Adviser Technology & Business Report every year since the study began in 2018.

2019Award
Professional AdviserBest Platform for Advisers (AUA over £20bn)
2018Award
Financial Adviser Service Awards5 Star Investment Provider
PlatforumBest Adviser Platform over £10bn
Professional AdviserBest Platform for Advisers (AUA above £15bn)
Professional ParaplannerBest Platform
Professional ParaplannerBest Overall Service - Existing Business
Adviser AssetPlatinum Platform Rating
2017Award
Financial Adviser Service Awards5 Star Investment Provider
Money Observer Retirement Income AwardsBest Flexi Access Drawdown
MoneyfactsBest Wrap/Platform
Professional AdviserBest Platform for Advisers (AUA above £15bn)
Professional ParaplannerBest Overall Service for New Business
Money MarketingBest Platform Award
FT Adviser Online Innovation and Service AwardsInvestment Innovation Award
FT Adviser Online Innovation and Service Awards5 Star Investment Award
2016Award
PlatforumBest Adviser Platform Over £10bn
PlatforumBest Adviser Platform for Service
PlatforumBest Platform Partner Voted by DFMs
The Lang CatPlatform of the Year
The Lang CatBest for Centralised Investment Propositions
MoneyfactsBest Wrap/Platform
Uk Platform AwardsPlatform of the Decade
FT Adviser Online Innovation and Service Awards5 Star Investment Provider
Money MarketingBest Platform Award
Adviser AssetPlatinum Platform Rating
Financial Adviser Service Awards5 Star Investment Provider
2015Award
Professional AdviserBest Adviser Platform
FT Adviser Online Service Awards5 Star Investment Provider
MoneyfactsBest Online Service Award
PlatforumBest Adviser Platform Over £10bn
Financial Adviser Service Awards5 Star Investment Provider & Packager
FinalytiQ"Excellent" Profitability Award