A PLATFORM YOU CAN DEPEND ON
Transact provides a consistent, dependable standard of service that our advisers and their clients have come to expect. And now more than ever, investors need a safe, secure platform on which to manage their portfolio.
Transact has over 20 years’ experience and remains a reliable choice for advisers, now and into the future.
Top-rated in independent research
Transact is consistently rated the top UK platform for ‘overall satisfaction’ by UK advisers.
For 11 years running, in two significant annual industry research studies by CoreData and Investment Trends, Transact has been rated top among all UK platforms on a range of criteria that drive adviser satisfaction – such as service, platform features, support, investment range and more.
Financially strong and secure
Even in the current environment, Transact continues to be a profitable, financially stable and secure platform. Our financial reserves provide a level of security to clients and advisers that mean we can be depended upon for the long term.
Transact has also received an ‘Excellent’ rating for our financial performance for six consecutive years in the FinalytiQ Advised Platform Report (2014-2019).
Read more“The case for scalable, profitable and efficient platforms has never been stronger.”
“Transact continues to do things right…facilitating adviser business needs more easily.”
FinalytiQ Advised Platform Report 2019
Long-term reliability
Despite our successes, we are never complacent and are always looking for ways to improve our service to meet the changing needs of customers.
Our priority is to provide a premium and dependable platform service to UK advisers and their clients. This is our sole focus and we will not be distracted by other business ventures.
Latest platform enhancements and COVID support
Advisers and clients faced unprecedented change as COVID-19 sent the world into lockdown. We have worked tirelessly to provide our usual efficient and responsive service. We have adapted our processes to facilitate all our staff to work from home, while still providing you with the same top-rated, reliable service.
Here are some ways you can get the most out of our service:
Upload Documents
Submit documents electronically via TOL, avoiding the cost and delay of sending documents by post.
Monthly platform releases
Enjoy monthly platform upgrades that include minor tweaks, as well as larger changes such as new products and tools.
Live Chat and Co-browse
Access immediate help via Live Chat or Co-browse to screen share securely while you speak to us over the phone.
Peer Review and Investor Authorisation
Check your workflow by allowing colleagues to review trades and clients to approve them before submitting.
Responsive support
Help provided typically within 12 seconds – so you will never have to wait long to speak with us.
Want to know more?
Discover how we can continue to support your business, or find out more about any of our platform features
020 7608 5350 salessupport@integrafin.co.ukThis advertisement is for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation in the UK. The content is for information purposes only and does not, and is not intended to, constitute professional advice. (M237)