Transact Online (TOL) – Recent Enhancements

This month we have made more progress on the following:

Costs & Charges Details In Bulk

You can now generate a Costs & Charges report (which includes Transact charges, adviser charges and investment costs and charges) for all of your clients in just a few clicks.

Simply go to: ‘Reports’ > ‘Costs & Charges Summary’ >, ‘Select All’ and choose the ‘In Bulk’ report. The report will be sent to your Pickup Page as an XLSX or CSV file.

 

Investment & Transfer Provider Requests

If you search for an investment (by going to ‘Information’ > ‘Investment Search’) and don’t see the result you were looking for, you can request to add it to TOL. Simply fill in the details on the online form and we’ll let you know if and when the investment is available on the platform.

Similarly, when illustrating a transfer, you can request that we add the transfer provider by completing the details.

If you need any help on any aspect of our service, please use Live Chat for a quick response, co-browse to screen share so that we can direct you, or call our highly trained, dedicated Sales & Online Support team who support these functions via (020) 7608 5387.

 

1. Introduction
2. TOL Recent Enhancements 
3. Transact API Integrations
4. Administration of Transfer Deposits From Third-Party Providers 
5. Adviser Trends from 2024 Investment Trends Study.
6. Transact-BlackRock MPS Goes Live on FE Analytics
7. Pension Scheme Death Benefits Post 6 April 2024
8. Succession Planning
9. Interest on Cash Deposits
10. Transact Events 2024