Transact is an award-winning platform service
Transact delivers secure, powerful platform technology, award-winning service and tax-efficient tools to help you achieve your financial goals.
We make it easy for you to hold all of your investments in one place and plan for your financial future. We take care of administering your investments and keeping them safe, so you and your financial adviser can focus on the steps needed to help you achieve your financial goals.
Why we are different
Exceptional service, tailored to you
Our customer-focused service is at the heart of our business. We support you and your adviser in the opening of your portfolio through to helping you draw an income in retirement.
Built on proprietary software
Transact is powered by its own in-house software. This gives us the ability to innovate and respond quickly to changes in the tax and economic environment to meet the needs of our clients.
Tax-efficient products, tools and powerful collaborations
We provide to the most comprehensive tax-efficient wrappers and investment services from some of the world’s global asset managers.
100% of cash interest paid to clients
Alongside your investments, our treasury team actively manages cash held in your portfolio to achieve the best rate of interest possible. All cash interest is paid to clients – in 2025 we paid over £210 million, delivering value.
