Transact
Homepage http://www.transact-online.co.uk
LinkedIn Profile https://linkedin.com/company/tr***sac***
HQ Location
United Kingdom , London29 Clement’s Lane London, EC4N 7AE United Kingdom
Transact is the leading independent investment wrap platform in the UK. First established in 2000 we now have over £24 billion of assets under administration in 130,000 client investment portfolios.
The wrap service uses an online platform, owned and built by us, combined with dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way.
We offer access to the widest range of tax wrappers (such as ISAs, pensions and 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 Core Data and Investment Trends for seven consecutive years up to 2016, providing the highest ratings for satisfaction, functionality, product & investment range, reporting capability, adviser remuneration, service and support.
This year alone our awards include UK
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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