Our award-winning wrap service already has a loyal following from a large number of financial advisers and planners in the UK – and for good reason.
In simple terms Transact is a smarter, more effective and efficient way for financial advisers to aggregate and manage their clients' investment portfolios and financial plans online. That said, Transact is so much more than just an online service. Our personal one-to-one service is a key part of what we have to offer. It is this that ensures that Transact is adaptable and flexible enough to deal with the complexity of real-world financial plans and investment portfolios.
First established in 2000 we now have over £24 billion funds under administration and have won numerous awards for both our innovative online platform and our unrivalled customer service. This year alone our awards include UK Platforms Awards Platform of the Decade (2016), Moneyfacts Best Wrap Platform (2016), Financial Times 5 Star Investment Provider (2016) and Defaqto 5 Star Platform Service (2016).
Make sure your CV is open, press CTRL and A, this will highlight your document.
Then press CTRL and C (to copy your document). Then go back to the CV section on your application form and press CTRL and V (to paste your CV in). This may take a few seconds to appear. You might then need to amend the formatting slightly.
Please review the status of your application(s) by selecting My Hompage in the menu above. Any applications which you have made to Transact are listed with the current status of your application displayed. Any changes to the status of your application will be updated here.
You may also receive email correspondence regarding the progress of your application. You can view the details of any emails sent to you regarding your applications by selecting My Emails in the menu above.