For Advisers


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