LATEST TRANSACT INTEGRATIONS
Transact integration with Futureform Salesforce – webinar
Transact hosted a webinar with Futureform on 14 August at 10 a.m., showcasing Transact’s new integration with Salesforce Financial Services Cloud.
Futureform is a specialist Salesforce partner focused solely on financial services, with deep expertise in the wealth management sector. They’ve been working with wealth firms since 2007, helping them implement Salesforce in a robust, simplified way.
Their first integration with Transact will receive valuation data from our valuation API into Salesforce, automatically matching against client investments and flagging reconciliation issues. The second stage of the integration will support straight-through processing – simplifying the client onboarding from Salesforce into Transact. They will also be connecting to our remuneration API to help advisers reconcile fees in Salesforce.
Transact + intelliflo integration
Recently we launched a new integration with intelliflo, that significantly speeds up the process of opening wrappers and creating illustrations on Transact. We’re seeing strong interest and engagement from adviser firms; 39 have already completed the sign-up process, and 10 have successfully sent data “packets” to Transact. If you use intelliflo, we want to make you aware of this new service so you can reap the benefits of using it.
The integration uses a dedicated browser extension that seamlessly transfers client data from intelliflo’s software into Transact, when onboarding a client. Benefits include:
- Less manual data entry
- Fewer errors from rekeying
- Faster client onboarding
The service is free and you can download the extension called ZeroKey, via the intelliflo store. See how it works in intelliflo’s video. If you have any questions or would like support getting started, our team is here to help – please contact your ASM.
1. Introduction
2. Transact Online (TOL) – Recent enhancements
3. Latest news on integrations
4. Listen out for the Transact Podcast
5. Removal of purchase related fees
6. Transact – BlackRock MPS update
7. IHT and pensions – further clarity and procedural changes.
8.Flexibility and ISAs: current rules and planning opportunities.
9. Mansion House and beyond
10. Interest on cash
11. Transact events 2025