TRANSACT TOPS INVESTMENT TRENDS AND COREDATA INVESTMENT PLATFORM RESEARCH FOR 10 CONSECUTIVE YEARS

Transact is rated top platform for the 10th consecutive year in both the Investment Trends Adviser Technology 2019 & Business Report and CoreData’s Investment Platform Study 2019.

Investment Trends: Transact maintained first position in overall adviser satisfaction in the 2019 Investment Trends study. The study is based on the responses of 1,216 UK advisory professionals. In this year’s study, Transact was rated first for overall adviser satisfaction, overall adviser support services, overall investment capabilities and overall contact experience, all of which ultimately benefit clients. Transact also once again obtained the highest advocacy rating from its adviser relationships.

CoreData: Transact topped the service rankings against its main competitors once again in this year’s CoreData study, holding its position of overall best platform in the industry. Some 997 advisory professionals participated in the survey.

Transact was benchmarked against its competitors and topped 38 of the 46 key service metrics. Transact was ahead of its competitors in areas including functionality, product & investment range, adviser remuneration features, service, support, reporting capability and retirement advice/services.

Jonathan Gunby, Chief Development Officer, commented:

“It is particularly pleasing to be ranked highly by those who experience our service first hand, day in day out. The combination of good quality service, support and online functionality have continued to contribute to our success. Being rated the top platform amongst users for 10 consecutive years by two independent studies is a huge achievement.”

For further comment please contact:

Jonathan Gunby (Chief Development Officer) 020 7608 4900