PLATFORM FUNCTIONALITY
We provide you with a comprehensive range of reporting tools and online functionality
Transact’s platform technology makes managing your clients’ portfolios as efficient and hassle-free as possible.
Platform tools and functionality
- Full model portfolio (‘template’) capability
- Bulk dealing
- Portfolio rebalancing
- Online buying, selling, deposits and withdrawals
- Bed & ISA/Pension/Bond functionality
- AssetMemo® – to record non-platform holdings such as property or premium bonds
Portfolio and business management
- Investor Authorisation and Peer Review – online client transaction review and approval
- Guided Applications – consolidates applications
- Sign forms digitally using DocuSign and submit using Upload Documents
- Online documentation via the Pickup Page
- Links to Discretionary Investment Managers, SIPPs and other third parties
- Bulk transfer support
- White labelling
Reporting capabilities
- Valuations
- Transaction listings
- Capital gains
- Adviser remuneration
- Cash summaries
- Income tax certificates
- ISA/JISA subscriptions
- Reporting funds
- Discretionary Investment Manager reporting service
Find out more
Speak to a member of our team for more details or request to see an adviser demo.
Contact us