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Transact

Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE...


Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index (as at January 2019).

Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way.
We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7.

We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last nine consecutive years (2010-2018), most recently topping the three major categories of Overall Satisfaction, Overall Investment Capabilities and Overall Adviser Support Services in the 2018 Investment Trends survey.

Transact has won over 80 awards since 2000, including Platform of the Decade (2016) at the UK Platform Awards. Our awards for 2018 included Platforum's Best Adviser Platform over £10bn, Professional Adviser's Best Platform for Advisers (AUA above £15bn) and Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. We also received a 5* Financial Adviser Service award rating in 2018.

We are open minded and work hard to provide financial advisers and investors with real value for money and leading customer service. Our employees have access to a wide range of benefits with a competitive salary, great pension contributions, company-wide bonus scheme, a season ticket loan, qualification sponsorship and private medical insurance.

Financieel & banken
London, GB
500 medewerkers

Transact

Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE...


Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 166,000 client investment portfolios ( as at 30th September 2018) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index (as at January 2019).

Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way.
We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7.

We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last nine consecutive years (2010-2018), most recently topping the three major categories of Overall Satisfaction, Overall Investment Capabilities and Overall Adviser Support Services in the 2018 Investment Trends survey.

Transact has won over 80 awards since 2000, including Platform of the Decade (2016) at the UK Platform Awards. Our awards for 2018 included Platforum's Best Adviser Platform over £10bn, Professional Adviser's Best Platform for Advisers (AUA above £15bn) and Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. We also received a 5* Financial Adviser Service award rating in 2018.

We are open minded and work hard to provide financial advisers and investors with real value for money and leading customer service. Our employees have access to a wide range of benefits with a competitive salary, great pension contributions, company-wide bonus scheme, a season ticket loan, qualification sponsorship and private medical insurance.

Financieel & banken
London, GB
500 medewerkers
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