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
Best of British
We recently gained recognition in Business Reporter's "Best of British Business" campaign, which featured in The Independent. Find out more about Transact and what we stand for in our video.
Statistics
As at 31 March 2026
£77.8bn
254,000
100+
Financial strength
When you choose to invest with Transact, you do so safe in the knowledge that we are a profitable and financially resilient business. Transact’s financial strength is underpinned by that of its holding company, IntegraFin Holdings plc (IHP), which is listed on the London Stock Exchange and is a FTSE 250 business.
The group has no debt and we regularly reinvest into the company to make sure it remains fit for the future.
A Best of British company
Business Reporter & The Independent
Best Platform
Professional Paraplanner 2025
Best Platform
Money Marketing 2025
Best use of Platform Technology
Schroders Platform Awards
Previous awards
Provider | Award |
|---|---|
Professional Adviser | Best Platform for Advisers |
Professional Paraplanner | Best Overall Service to Paraplanners – New Business |
Schroders Platform Awards | Best Platform Provider (AUM over £40bn) |
Schroders Platform Awards | Leading Platform for Discretionary Management |
Provider | Award |
|---|---|
Schroders Platform Awards | Platform of the Year Leading Platform for Discretionary Management |
Adviser Asset | Platinum Platform Rating |
Professional Paraplanner | Best Platform |
Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
Provider | Award |
|---|---|
Adviser Asset | Platinum Platform Rating |
Professional Adviser | Best Platform for Advisers (AUM above £25bn) |
Professional Adviser | (Time4Advice) Best Technology Provider |
Professional Paraplanner | Best Overall Service to Paraplanners – New Business |
Professional Paraplanner | Best Platform |
Investment Life & Pensions Moneyfacts | Best Online Service |
Responsible business
Our holding company, IntegraFin Holdings plc, is committed to conducting business in a responsible manner. Our Group values are centred around doing the right thing and together we strive to minimise our environmental footprint and contribute positively towards long-term sustainable outcomes for our stakeholders and society.
Testimonial
Extremely satisfied with Transact and our financial adviser together giving us confidence and trust in looking after our finances and achieving a consistent, robust portfolio.
Source: Transact Client Survey 2025 management of their portfolio.
Client support
Find out more:
Client contacts
Contact Transact for support with your account, including log-in help, portfolio queries and general enquiries. We’re here when you need us.
Vulnerable clients
When circumstances and life events make financial decision-making and managing your finances more difficult, we can offer you help and support.
Bereavement
During a difficult time, Transact offers support to help you manage a loved one’s portfolio and handle the bereavement process.
Document library
Easy access to documents for clients available for use with the Transact Platform.