For Clients

HOW WE CAN HELP YOU

As many clients have already discovered, using a wrap platform is the most convenient, secure way to hold your investments

There are many benefits for you in using Transact, as well as supporting your financial adviser in the efficient management of your portfolio. Transact provides a platform that is:

  • Accessible and easy to use – You can access details of your assets and investments as often as you like.
  • Accurate and reliable – You can access reports from a single trustworthy source.
  • Comprehensive – You and your financial adviser can choose from a wide range of assets and tax efficient wrappers.
  • Secure – Our secure, award-winning platform will give you peace of mind.
  • Clear and transparent – We have a clear and transparent charging structure.
  • Adaptable – Family members can “link” their portfolios to benefit from lower overall charges.

Getting started with Transact

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 and effective way to manage your portfolio. To get started, contact your financial adviser.

Find out more

See a Transact client demo portfolio by selecting ‘Try a demo investor’ below:

Try a demo of the Transact platform

To learn more about how Transact can help you, download our
Investor Brochure

Please note: You can only open a Transact portfolio via a financial adviser. Opening a Transact portfolio will then give you access to Transact Online.