For Advisers


Choosing the right platform is vital to meet the needs of both your business and your clients

As a Transact user, you and your clients can benefit from our expertise in delivering outstanding service, functionality and innovation. We are focused on developing new ways to make portfolio administration even more efficient, so you can concentrate on what you do best – helping clients reach their financial goals.

Why we are different



Where the personal touch is needed, your dedicated Client Service Team is always on hand to help.



Our teams include many people who have been in the platform industry from day one.



Providing a platform is our sole focus. Our own life companies provide our pension wrappers, onshore bonds and offshore bonds.



You benefit from our first-to-market developments such as our Lifetime ISA, pension reform capabilities, on-platform client trade approvals and more.


Financially sustainable

We are a FTSE 250 listed company and have been profitable every year since 2003, meaning you can rely on us for the long term.


Software owners

We own and develop our own technology to fit the specific needs of you and your clients.


What you can expect from our service

Transact offers you and your clients value for money and true investment flexibility. Everything we do is designed to improve the efficiency of looking after client portfolios: simpler administration, automated investor reporting and record keeping, plus online client approvals, allows you to concentrate on adding real value for your clients. By combining our proprietary technology with high-calibre staff, we provide you with a market-leading service.