Transact

A smarter, simpler way to manage complex financial plans.

Transact

A smarter, simpler way to manage complex financial plans.

Unlike many other platform providers, Transact are completely independent of any other UK financial organisation and have no other products or services to sell – providing a wrap service is all that Transact do. This enables Transact to remain 100% focused on delivering an outstanding service for clients, without any unnecessary distractions – corporate or commercial.

Transact also own the technology – so they aren’t reliant on a third party to deliver it for them. Which means nobody can ever just pull the plug or limit the service they provide. Transact also have complete control over the level of investment and development time invested to ensure they stay ahead of the curve as the wrap market continues to develop in the UK.

As a market leader Transact have:

  • An adviser support team of more than 150 staff that is second to none
  • Genuine know-how when it comes to platforms and in particular the support advisers need when using a wrap service
  • Proven technology that Transact own and control
  • Financial strength and long-term commitment to the wrap market.