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Adviser Update

The Transact Platform Health Check

For firms that have been with Transact for some time you may already be familiar with our Platform Health Check Review. This service covers some key metrics to assess how your firm is using Transact and helps you ensure that your operational setup is running at its absolute best.

Firms that have taken advantage of the Platform Health Check find it to be an invaluable resource. Not only does it optimise platform usage, but it also provides a deeper understanding of Transact’s features. Running through this process can provide you with confidence that your operations will continue running smoothly now and in the future.

Our Health Check is divided into four core modules:

  • Firm and its users set up – to ensure your firm and its users are configured correctly.
  • Cash management – to help ensure sufficient cash is available to cover those all-important fees, charges and client withdrawals.
  • Consumer Duty – to focus on some areas to help reinforce some Consumer Duty regulatory obligations.
  • Client Management – to identify opportunities to enhance the use of Transact Online and improve ongoing client maintenance.

The review not only highlights areas for improvement but also uncovers ways to leverage Transact Online more effectively, providing oversight that nothing important is overlooked in your day-to-day operations. We pride ourselves on providing the most comprehensive platform offering that takes much of the heavy lifting off your shoulders. However, there is always room for refinement and the Health Check review will help you get the most out of our services. If you are interested in learning more, please contact your Adviser Support Manager – they are here to help you make the most of Transact.

 

1. Introduction
2. TOL Recent Enhancements 
3. Removal of Adviser Purchase Related Fees
4. Platform Health Check
5. Adding Value to family Businesses 
6. LoA Discounted Service 
7. Transact – BlackRock MPS Two Years On!
8. Pensions Death Benefits and a Time For Reflection 
9. Pensions, IHT Headaches And The Potential For Gifting
10. Finance Act 2024 and Abolition of LTA
11. Interest on cash
12. Transact Events 2025

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).