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    • About Us
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    • An Introduction
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    • Why Use Transact?
    • Getting Started
    • Adviser Support
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    • Transact IHT Index
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For Clients

Family View

Family View allows family members to view valuation information for one another’s Portfolios.

https://www.transact-online.co.uk/wordpress/wp-content/uploads/Family-View-for-Clients-v.0.02-07.2024.mp4

Our video is best viewed with the sound turned on.

 
This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).

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