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Adviser Update

Investment Trends UK Adviser Technology & Business Report results

Transact has reinforced its position as a platform of choice for UK advisers, coming out on top in the latest Investment Trends UK Adviser Technology & Business Report 2025. Based on feedback from 883 advisers, Transact was rated the top UK platform among primary and secondary users for overall satisfaction and attained the highest overall Net Promoter Score (NPS).

Platform Satisfaction League

In addition to being rated the top UK platform for overall satisfaction, Transact was ranked first place among primary and secondary users for:

  • Range of tax wrappers and products
  • Portfolio management/transaction tools
  • Technical support/resources
  • Adviser support services overall
  • Quality and effectiveness of client reporting
  • Adviser business reporting
  • Ongoing training support
  • Complaints handling
  • Value for money

Net promoter score

Net Promoter Score is a metric used to measure how likely a customer is to recommend a company’s service to others. Transact attained the highest overall Net Promoter Score of +44%, with the next highest platform scoring +27% and versus an industry level of +14%.

 

Our continued development is driven by feedback from advisory professionals. These results show we’re not only listening but delivering meaningful improvements that matter to our users.

About Investment Trends

Investment Trends is a multinational research organization providing business insights and decision support information to many of the world’s leading financial services organisations. Their research coverage spans ten countries across Australia, Asia, Europe and the US.

 

 

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

 

 

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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© 2025 Integrated Financial Arrangements Ltd
"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).