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Adviser Update

Transact API Integrations Benefit Transact Advisers

We recently worked with Sprint to create an app in the intelliflo store.

In a matter of weeks

  • 225 Transact adviser firms had installed the app
  • 39 of these adviser firms have more than £100m funds under advice each with Transact

In all, these adviser firms manage a total of £14bn funds under advice on the Transact platform for 44,000+ Transact portfolios.

The service is connecting to the Transact Remuneration API and we are working on building an Account Opening API.

You make a difference

Software providers decide connections based on adviser demand. If you want the software provider you use to connect to a Transact API please tell them. To connect to Transact they should get in touch with us to request the technical specifications they need, such as the Remuneration API specifications. Please email Tom Philips at TOL@integrafin.co.uk  if you would like to chat more about remuneration, transaction and valuation APIs, or want to know more about our account opening plans.

 

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

 

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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"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).