Transact is a leading independent, UK adviser-only investment platform. We make financial planning easier for advisers and their clients through our combination of modern software and comprehensive personal service.
GET IN TOUCH
No.1 large UK platform (2023)
Best Large Platform (FUD >£25bn) (2023)
91% satisfaction score (primary users) (May 2023)
Platinum Platform rating (2023)
* Investment Trends Adviser Technology Report – May 2023 ** Platforum UK Adviser Platform Guide – May 2023 (>£25bn assets)
A leader in doing the right thing – cash interest
Cash interest can have a big impact on client platform fees. Transact pays all interest earned on pooled cash back to clients and has never retained or skimmed interest on client cash.
Our current cash interest rate is 4.88% p.a. (paid monthly as at March 2024), and cash is held across a range of mainstream UK banks..
Modern software and platform features
We embrace digitalisation.
We continue to digitalise our processes (meaning we require less paper), we provide comprehensive digital tools and features, and we accept all e-signature types for faster and more secure portfolio administration.
Transact was named ‘Digital Process Champion’ by NextWealth in 2023, 2022, 2021 and 2020.
Onboarding Support
- Guided Applications – seamless online illustrations and portfolio/wrapper applications
- E-signatures accepted from all providers
- Transfer Tracker
- Bulk-transfer support
- Enhanced support for first 5 cases
Comprehensive Reporting
- Investor Report
- Comprehensive online reports – valuations, transactions, costs & charges
- Capital Gains reports
- Automated quarterly reports
- Data feeds & services
Feature Rich
- Wide wrapper and asset range – including LISA, JISA, bonds, and exclusive access to Transact BlackRock Model Portfolios
- Access to restricted share classes
- Sub-wrapper capabilities
- Investor Authorisation & Peer Review
- UFPLS and pension drawdown
Personal service with a difference
While technology is a key aspect of what we offer, we firmly believe in the power of personal service, which is central to how we operate.
Our unique service model of regional teams aligned to the sales team means you benefit from speaking to the same team of people each time you call. We are more responsive, staff take ownership and queries are resolved quicker.
We offer many ways to access our support teams such as via LiveChat, Co-browse (screensharing tool), in-person training and support, webinars, live events and more.
10 Regional Teams
Speak to the same team each time you call. No call routing system
Topic Specialists
Compliance, technical and transfer specialists on regional teams to process the most complex tasks faster
Technical Services
Direct access to a dedicated technical team for tax & trust queries
Financial Stability
In an ever-changing financial landscape, stability is ever more important for you and your clients.
Our track record for financial stability and profitability is second to none. We have been profitable every year since 2003 and Transact clients benefit from our success. We invest heavily in our platform, while also reducing our prices responsibly, and have made more than 16 price reductions in the last 15 years.
Find out more