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Training Videos

TRAINING VIDEOS FROM TRANSACT

The following videos are designed to help provide instructions around new and existing functionality on Transact.

If you would like further assistance with using Transact Online, please contact us or your Adviser Support Manager. You can find their details by logging into Transact Online and going to Contact > Contact Transact.

Transact Videos

Video content contains narration – for best results use headphones or computer speakers.

Introductory videos

Template (model) portfolio videos

Personalised illustration videos

 

This is for information purposes only and does not, and is not intended to, constitute professional advice. It is not a recommendation or a financial promotion. It is for general guidance and 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.
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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© 2024 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).