Achieving your financial goals with Transact
As many clients have already discovered, using a platform is one of the most convenient, secure ways to hold investments.
Transact is only available through your financial adviser, who operates independently of Transact.
Once you have agreed your financial goals, your adviser will implement and manage these on Transact and you can be involved as much or as little as you like.
The collaboration between client, financial adviser and platform provides a seamless, efficient, effective and safe way to manage your portfolio.
The Transact platform
Accessible and easy to use
View the value of your assets and how they are performing as often as you like.
Accurate and reliable
Access statements and reports from a single trustworthy source.
Comprehensive
Choose from a wide range of assets and tax-efficient wrappers to help you reach your financial goals.
Secure
We keep your hard-earned money safe and secure through using the latest security technology.
Transparent
All our charges are clearly explained, so you always know what you are paying to use our platform.
We offer unrivalled personal service
Enabling you to get knowledgeable help and support as and when you need it.
