Transact tops Investment Trends survey

Transact is rated top platform in ninth Annual UK Investment Trends Adviser Technology & Business Report.

Transact has maintained first position in overall adviser satisfaction in the 2018 Investment Trends study, which looked at advisers’ business and technology needs. The study is based on the views of 963 UK advisory professionals and this is the ninth year running that Transact has been rated top.

Investment Trends’ findings also indicate that, against a backdrop of regulatory change with both GDPR and MiFID II now in place, a0ldvisers saw platforms among their top three most trusted sources of technical information and regulatory change.

In this year’s study, Transact was rated first for overall satisfaction, overall adviser support services and overall investment capabilities which ultimately benefit clients. Across the 12 most important service measures that drive overall satisfaction, Transact topped nine. Transact also obtained the highest advocacy rating from its adviser relationships.

Jonathan Gunby, Chief Development Officer, commented:

“To be top rated for the ninth time is very pleasing. We continue to manage our business built on sector focus, strong leadership, control of technology and financial stability. During this recent period of regulatory change we have continued to serve the needs of our advisers and their clients.”

For further comment please contact:

Jonathan Gunby (Chief Development Officer) 020 7608 4900