Other platforms have come and gone.
Test our strength.
We have already seen large global organisations joining the platform market in the UK, only to leave in something of a hurry once they realise it isn’t an easy market in which to make big or quick profits. The last thing anyone wants is a platform that disappears after a few years, once you have transferred clients’ investment Portfolios. When this happens it’s disruptive for clients and advisers alike. As the only wrap service with a track record that stretches back to 2000, Transact has the technological know-how and the long-term commitment.
Providing a wrap service is all we do. We are already financially successful and have been in profit since June 2003. Since then, profits have grown each year.
If you think the service we provide might be appropriate for some or all of your clients now is probably the time to find out for yourself. We would welcome the opportunity to meet with you to demonstrate how we might be able to help you to meet the challenges of the future.
If you are not already a Transact user, why not let us show you what Transact can do for you? Call us now on 020 7608 4900 or email us at firstname.lastname@example.org.