Integrations – Account opening API

We are thrilled to announce that our Account Opening API is available to software providers to connect to. In fact, one software provider (ZeroKey) has already connected.

We have shared the technical specifications, and are in discussions with intelliflo, Xplan, moneyinfo, Plannr, Ningi, CashCalc, and others, to ensure advisers can benefit from the new API.

These integrations will address the frustration of manual data entry by automating the secure transmission of data from your back office system to Transact, enabling you to write Transact illustrations and complete portfolio applications effortlessly.

Data such as Mrs Miggins’ name, her date of birth, National Insurance number, address, email address, phone number, nationality, etc no longer needs to be manually keyed by you.

This API is another demonstration our commitment to building integrations with the systems you use and to make financial planning easier.

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Integrations – Account opening API
4. Optimising service
5. Successions planning update – Don’t keep kicking the can down the road
6. Transact – BlackRock MPS update
7. Increase to normal minimum pension age
8. Annual limit for pension contributions
9. A study in gifting – the challenge of large-scale wealth transfer
10. Investment Trends UK Adviser Technology & Business Report results
11. Interest on cash
12. Transact events 2025