There is only one way to discover how good Transact is. Test drive it for yourself.
We don’t expect you to buy into our service after just reading our brochures. Transact is a comprehensive service and deciding whether to use us is an important decision to make.
The only way to really appreciate how Transact works and how it can help you is to:
Try it out for yourself
We will provide you with guest adviser access which will give you the adviser’s view of some demo Portfolios and show how the Transact platform can help you manage your own clients’ Portfolios.
Alternatively, simply call us on 020 7608 5350 or email us at firstname.lastname@example.org.
Our telephone lines are open from 8am to 6pm, Monday to Friday (excluding Bank Holidays). All calls may be recorded.