Transact Email Format

Financial ServicesEngland, United Kingdom201-500 Employees

Transact is a UK-based provider of an investment wrap platform designed for financial advisers and their clients. The platform consolidates portfolio management into a single online interface and is supported by personal service. It delivers custody, tax wrapping, trading and reporting, and can share data with other software providers through APIs to facilitate faster and more secure information exchange.

Transact sits within the financial services sector as part of IntegraFin Holdings plc, a company listed on the London Stock Exchange and a FTSE 250 constituent. Based in London, the group describes its purpose as enabling advisers and their clients to hold investments on a single platform across wrappers, with a strategy focused on simplifying financial planning, supporting advisers’ growth, and reducing risk and cost while maintaining control of technology and service.

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