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Adviser Update

OUR NEW ACCOUNT OPENING API

We are thrilled to share that our newest API is now live. This API is another delivery in our commitment to integrating with your tech stack to establish a more efficient eco-system to make financial planning easier for you. Here are some key benefits.

Streamlined Data Transfer

Our new API allows your ‘back office’ software provider to send data directly to Transact, helping you complete illustrations and build portfolio applications seamlessly. This eliminates the tedious ‘swivel chair’ process, where you manually enter the same data from one system to another.

Enhanced Workflow Efficiency

The API features an automated link that takes you straight from your software provider to the specific illustration or guided application you’re working on. This link ensures a smooth and uninterrupted workflow, integrating the two systems seamlessly.

Technical Accessibility

We’ve shared technical details of how to connect to this new API with all the key software providers. You can also find a link to the technical details on our API web page if you wish to explore them yourself.

Collaborative Integration

Throughout the remainder of 2025, we’ll be working closely with software providers to encourage and assist them in connecting to the new API. We hope these collaborations will result in enhanced solutions for advisers using systems such as intelliflo, CURO, Plannr, moneyinfo, Xplan and more.

Continuous Improvement

We will keep you updated with the good news as software providers successfully connect to the API. This ongoing integration effort ensures that your advice business is supported by the best tools available.

 

 

1. Introduction
2. TOL Recent Enhancements 
3. Our New Account Opening API
4. CURO 3 & Fee Reconciliation
5. FCA Ongoing Service Review
6. Transact – BlackRock MPS Update
7. Offshore Reporting Funds – Excess Reportable Income and Capital Gains
8. Tax Year End Reporting – Annual Allowance Charge And Scheme Pays
9. A Study In Gifting – Distributing Benefits From A Relevant Property
10. Interest On Cash
11. 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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"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).