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Adviser Update

Transact & moneyinfo Webinar – 11 February

In support of our integrations strategy to build deeper integrations with all back-office systems and client portals, you can join us for a live virtual meetup with us and moneyinfo on 11 February at 10:00. This is a good example of how we wish to operate by showcasing how the integration between Transact and moneyinfo helps you streamline workflows, enhance the client experience, and save valuable time during the busy tax-year end. We plan to work with other third parties to develop integrations.

This session focuses on how moneyinfo’s client portal simplifies processes like consent workflows and document delivery, ensuring a smoother, more client-focused journey for advisers. In this session, you’ll discover:

  • A live demo highlighting how moneyinfo’s portal enhances the client experience.
  • Practical strategies to reduce manual effort while keeping clients engaged.
  • An opportunity to shape the future of integration with an interactive Q&A.

Presented by Tessa Lee (Managing Director, moneyinfo) and Tom Phillips (Integrations Manager, Transact), this webinar will spotlight how moneyinfo’s technology complements Transact’s adviser platform to reduce rekeying, deliver seamless communication, and keep clients within your branded ecosystem.

When: Tuesday, February 11, 2025, 10:00 AM – 11:00 AM, London. Learn more and register here.

Moneyinfo will share updates on how future developments, including the upcoming account-opening API, aim to further enhance integration between moneyinfo and Transact. This is your chance to see how moneyinfo is helping Transact advisers deliver exceptional service and unlock their peak performance.

Please contact our Integrations Manager tphillips@integrafin.co.uk if you would like to discuss any aspects of the above.

 

1. Introduction
2. TOL Recent Enhancements 
3. Transact & MoneyInfo Webinar
4. Bespoke Transfer Arrangement
5. Transact-BlackRock MPS
6. A Study of Gifting: Discounted Gift Trusts
7. Transitional Tax-Free Certificates – Do clients Really Need One
8. Tax-Free Cash Planning with Scheme Specific Tax – Free Cash Protection
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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"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).