The first platform to offer end-to-end online approvals with Investor Authorisation

Transact has once again led the way by revolutionising the way clients can approve the trades recommended by advisers. Available for all advisers and their clients any time, via mobile device or desktop, Investor Authorisation (IA) functionality is proving to be a valuable time-saver.

This approach to approvals provides business benefits such as:

  • Saving time
  • Keeping clients informed and making it easy for them to approve trades
  • Making bulk tasks easier and more efficient to manage
  • Supporting advisers’ compliance responsibilities
  • Modernising this aspect of your business

Best practice case studies

Along with Investor Authorisation, our Peer Review functionality is a popular service that allows you to add a layer of approval within your firm before a trade is submitted. Read our case studies below to see real-life feedback on how both Investor Authorisation and Peer Review have helped adviser firms save time, reduce risk and improve workflow efficiency.

How Investor Authorisation works:

Try a demo

Log in to Transact Online as demo user and look out for the ‘Investor Authorisation Requests’ widget.

Try it out

IA adviser guide

Find out more about IA and  ‘Peer Review’ functionalities.

Download now

Additional support

Arrange a meeting with your Transact Adviser Support Manager.

020 7608 5350


To find out more about how Investor Authorisation works, watch our training video below