Transact

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £34.9 billion of funds under direction (as at March 2020) on behalf of over 6,000 advisers and 187,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' 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. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.We have been rated the number one investment platform in independent surveys conducted by CoreData for ten consecutive years (2010-2019) with the 2020 results to still be announced, and Investment Trends for the last eleven consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. So far in 2020 we have been awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018).