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Transact Adviser Login

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Apr 15, 22 (Updated: Sep 18, 22)

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1. Transact-online.co.uk
Critic London 2 years ago

Transact: Home

https://www.transact-online.co.uk/

Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service ...

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Checked At HTTP Status Code Connect Time (ms) Result
2024-05-05 21:21:51 403 325 Temporarily Down
2024-04-26 13:17:47 403 325 Temporarily Down
2024-04-20 18:24:09 403 325 Temporarily Down
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0
2. Integrafin.co.uk
Guru Riyadh Saudi Arabia 2 years ago

IntegraFin Holdings plc: Home

https://www.integrafin.co.uk/

We provide a leading UK investment platform, called Transact, to UK financial advisers and their clients through proprietary technology, premium service, a wide ...

2
1
3. Investorprofile.co.uk
Guru Canada 2 years ago

Transact Financial Adviser | Low Cost Fees - Investor Profile

https://www.investorprofile.co.uk/transact-financial-adviser

As a financial adviser we use Transact to manage client assets, so if you would like to join us we can help.

4
0
4. Citywire.com
Disciplined 2 years ago

Transact records highest-ever quarterly inflows - Citywire

http://citywire.com/new-model-adviser/news/transact-records-highest-ev...

Transact has seen its highest-ever quarter of gross inflows, with advisers placing nearly £2bn with the wrap platform for the three months ...

4
1
Organizer San Francisco, CA, United States 2 years ago

Transact hits £50bn with yet another record quarter - Citywire

http://citywire.com/new-model-adviser/news/transact-hits-50bn-with-yet...

Transact owner Integrafin has announced inflow numbers for the ... In May Gunby explained to a Citywire New Model Adviser roundtable why he ...

5
0
5. Ftadviser.com
Scholar Portland, OR 2 years ago

Transact hits £52bn assets as inflows rise 38% - FTAdviser.com

https://www.ftadviser.com/platforms/2021/12/16/transact-hits-52bn-asse...

This means some 208,000 clients and £52.1bn assets now sit on Transact, managed by around 6,500 advisers. Profits before tax were up 14 per ...

3
0
Critic Cork, Ireland 2 years ago

Transact - FT Adviser

https://www.ftadviser.com/transact/

FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, ...

4
1
6. Professionaladviser.com
Legendary Graz, Austria 2 years ago

Transact and Aviva top 2020 adviser platform net sales charts

https://www.professionaladviser.com/news/4028342/transact-aviva-2020-a...

Transact and Aviva came out top of the pile for platform net sales of 2020, according to research by platform and investment consultancy ...

4
0
7. Brewin.co.uk
Organizer Chicago, IL 1 year ago

Managed Portfolio Service | Brewin Dolphin

https://www.brewin.co.uk/intermediaries/our-services/managed-portfolio...

It allows financial advisers to effectively outsource the day-to-day management of their clients' investment portfolios while preserving their client-adviser ...

2
0
8. Aegon.co.uk
Teacher London, United Kingdom 1 year ago

Advisers - Aegon

https://www.aegon.co.uk/advisers.html

We work closely with advisers to provide innovative and retirement and protection ... Our guides will help you navigate the platform and transact online.

5
0
9. 7im.co.uk
Organizer Maadi, Egypt 1 year ago

Model Portfolio Centre For Financial Advisers - Seven ...

https://www.7im.co.uk/financial-adviser/funds-models/model-portfolio-c...

Model Portfolio Centre For Financial Advisers ; 7IM Active Model Portfolios - Factsheet - Adventurous, Active, Transact, Factsheets ; 7IM Active Model Portfolios ...

3
1
10. Stanlib.com
Populist 1 year ago

Transact - Adviser - STANLIB

https://stanlib.com/transact-adviser/

Contact Us · LOGIN. FORMS AND PRICING. Find all the forms, tools and documents you need to start or manage your relationship with us.

5
0
11. Portfolio-adviser.com
Reviewer 1 year ago

Transact sees highest ever inflows as investor confidence ...

https://portfolio-adviser.com/transact-sees-highest-ever-inflows-as-in...

Transact has seen its highest ever gross and net inflows in the six months to ... while the number of advisers using the platform rose 5%.

4
1
12. Nucleusfinancial.com
Populist 1 year ago

Nucleus | The adviser-built wrap platform | nucleus financial

https://nucleusfinancial.com/

Who are we? Nucleus is an award winning online wrap platform, launched in 2006 by a group of seven financial adviser firms who set out to create a platform with ...

4
1
13. Defaqto.com
Organizer Barcelona, Spain 1 year ago

Financial Adviser Star Ratings | Platform - Defaqto

https://www.defaqto.com/advisers/ratings/star-ratings/investments/plat...

Transact. Transact. Wealthtime Limited. Wealthtime Platform. 4 Star rated. Aviva. Aviva Platform. Embark Platform. Embark Platform (Institutional). Fundment.

4
1
14. Mapfinances.co.uk
Legendary 1 year ago

Adviser Login - MAP Finances

https://mapfinances.co.uk/adviser-login/

Home /; Adviser Login ... and landed here by mistake, you can go to the Client Login page by clicking here. Platform Logins: Ascentric logo, Transact logo ...

3
0
15. Onepathsuperinvest.com.au
Explainer 1 year ago

Adviser Advantage login - OnePath

https://access.onepathsuperinvest.com.au/adviser/AdviserAdvantage/advi...

New to Adviser Advantage? · Access OnePath product information, technical knowledge, sales tools, business resources · Access reports and transact online to ...

5
1
16. Portfolioonline.com.au
Reviewer Northern, VA, USA 1 year ago

Portfolio Online > Login

https://www.portfolioonline.com.au/

... register for Portfolio Online and have access to your investments 24 hours a day, 7 days a week. Investors and members | Financial advisers ...

3
0
17. Dynamicplanner.com
Scholar 1 year ago

Institutions, Platform and Provider Integrations - Dynamic ...

https://www.dynamicplanner.com/financial-institutions/

A two-way integration between Dynamic Planner and the financial institution which allows advisers to submit transact recommendations made within Dynamic ...

3
0
18. Finanalysis.co.uk
Organizer 1 year ago

Financial advisor Bexley ~ Financial adviser Kent

http://www.finanalysis.co.uk/transact.php

Transact ~ An Introduction. Financial advisor Bexley ~ Financial adviser Kent ~ Financial advice Bexleyheath. Transact ~ An Introduction.

1
0
19. Kleinworthambros.com
Critic Oak Park, IL, United States 1 year ago

Independent Financial Advisers - Kleinwort Hambros

https://www.kleinworthambros.com/en/our-services/independent-financial...

These are Managed Portfolio Services (MPS) available through Novia, Transact, Elevate, and Standard Life. Our portfolios.

4
1
20. Cfs.com.au
Curious 1 year ago

Authorise someone to transact on your behalf - Colonial First ...

https://www.cfs.com.au/personal/resources/faqs/your-account/authorise-...

Download the Adviser Online Transaction Authority form · Read the form instructions carefully and complete the relevant form fields · Print, sign and date the ...

1
1
21. Royallondon.com
Legendary United States 1 year ago

Safeguarded Rights - frequently asked questions - Royal ...

https://adviser.royallondon.com/technical-central/frequently-asked-que...

If an advising firm intends to transact pension transfers that only involve GARs ... Does an adviser need to be a pension transfer specialist to advise on a ...

1
0

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Frequently Asked Questions

Is Transact safe?

Even in the current environment, Transact continues to be a profitable, financially stable and secure platform. Our financial reserves provide a level of security to clients and advisers that mean we can be depended upon for the long term.

What is the Transact platform?

TRANSACT – A SPECIALIST PLATFORM PROVIDER
Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios.

Can I use Transact without an advisor?

Transact is only available through your financial adviser, who operates independently of Transact.

Is Transact regulated?

Transact Online is owned, maintained, and operated by IFA Ltd which is authorised and regulated by the FCA. IFA Ltd's registered office is at 29 Clement's Lane, London EC4N 7AE.
Is Post Helpful?

Recent Tweets By transact

Lamp
@Transact @NewModelAdviser takes a look at inheritance tax liability in their latest article and explores some of the findings from @Transact's white paper. Find out more here: https://t.co/DqZAXNDltR #TransactIHTIndex
2023-01-19 11:00:19
Lamp
@Transact By the end of 2020, more than 3.5 million households were potentially liable for IHT - an all time high @TrajectoryTweet Get more useful insights and find out about @Transact's IHT Index here: https://t.co/eDvlfLzTm7 #platformleader #TransactIHTIndex
2023-01-18 03:00:27
Lamp
@Transact @Transact is lowering charges again. From 1 March 2023 @Transact’s Buy Commission exemption threshold is reducing from £200k to £100k – meaning even more clients will pay no Buy Commission. Find out more https://t.co/gFEO5BeSbP #loweringcharges2023 https://t.co/zxwHoSlE66
2023-01-16 08:39:10
Lamp
@Transact @Transact's index raises awareness of IHT, allowing advisers to more easily address the needs of their clients and track their ongoing potential liability. Find our more: https://t.co/nHI1ogtGkW #platformleader #TransactIHTIndex
2023-01-13 03:00:28
Lamp
@Transact @Transact have created an Inheritance Tax Index to support advisers and raise awareness. Read our white paper here: https://t.co/80nEuYj13f #platformleader #TransactIHTIndex https://t.co/IKxCEKbnuc
2023-01-10 03:00:30
Lamp
@Transact @Transact wish you a very happy holiday season. Thank you for your support. https://t.co/0XaWY06ovN
2022-12-23 01:00:45
Lamp
@Transact @Transact will be reducing the buy commission exemption threshold from £200k to £100k from 1 March 2023, our 16th price reduction since 2008 #reducingcharges
2022-12-14 00:00:00
Lamp
@Transact @Transact would like to thank everyone who was able to join us yesterday in remembering our co-founder Ian Taylor. As requested by his family, donations can be made to The Norfolk Hospice: https://t.co/qYTdHfqNtk & St Barnabas Hospice: https://t.co/GcLrxqCtf7 in Ian's memory. https://t.co/vt7fVtDbJr
2022-12-08 00:00:00
Lamp
@Transact In the 2022 @CoreData_UK Investment Platform Study, @Transact topped 6 of 8 service area categories including: Functionality, Support and Reporting Capabilities (large platforms). Find out how we can support your business https://t.co/6rQSyOVsst #platformleader #adviserrated
2022-11-07 00:00:00
Lamp
@Transact @Transact is delighted to retain the title of Best Large Platform in the @CoreData_UK Investment Platform Study 2022 for the 13th consecutive year. A big thank you to all our supporters. #platformleader #adviserrated
2022-11-03 00:00:00
Lamp
@Transact @Transact's CEO, Jonathan Gunby spoke to @NewModelAdviser about our collaboration with @BlackRock Find out more here: https://t.co/k0BJqvYX5O
2022-11-03 00:00:00
Lamp
@Transact Visit @Transact on the last day of the PFS Festival of Financial Planning conference! #pfsfestival https://t.co/Qt5sH3pGQb
2022-11-02 00:00:00
Lamp
@Transact @Transact will be exhibiting today and tomorrow at the PFS Festival of Financial Planning we look forward to seeing you all there! #pfsfestival https://t.co/Iepq2NQJUu
2022-11-01 00:00:00
Lamp
@Transact Obituary: Ian Taylor, @Transact co-founder and former Chief Executive, industry visionary and original punk rocker, died on 17 October 2022, aged 58. https://t.co/mC3SaQAZMk https://t.co/48j7iOtMgq
2022-10-28 00:00:00
Lamp
@Transact @Transact @BlackRock_UK: The Transact – BlackRock MPS provides even more choice for advisers, with 7 cost-effective, risk managed model portfolios available, covering a wide range of investor risk profiles. Find out more about the models work https://t.co/Dsad4Kx1SW https://t.co/HUac7CzdWT
2022-10-24 00:00:00
Lamp
@Transact It is with great sadness that @Transact announces the death of its Co-founder and former Chief Executive Ian Taylor. Our condolences and thoughts are with his family and friends at this sad time. Messages and condolences can be sent to [email protected] https://t.co/f4SQ4Y65F0
2022-10-19 00:00:00
Lamp
@Transact @Transact has partnered with @BlackRock_UK to bring the new Transact – BlackRock Model Portfolio Service to advisers and their clients. Asset allocations are expertly managed by the BlackRock team and exclusively available via Transact. Find out more https://t.co/ijbDepaIQm https://t.co/MlKfznHxCt
2022-10-13 00:00:00
Lamp
@Transact The latest @Platforum survey is now open until 28 October. Advisers using @Transact, share your views here: https://t.co/hJ5RkEIpNx #adviserrated
2022-10-12 00:00:00
Lamp
@Transact @Transact are delighted to be exhibiting at this year's @CISI Financial Planning Conference on 6th October. Please do come and say hello to our team in the exhibition hall. #financialplanning22
2022-10-05 00:00:00
Lamp
@Transact @thelangcat's State of the Adviser Nation survey is now live until 28 October. @Transact advisers, take part to share your views: https://t.co/h7uLERlFXr #adviserrated
2022-09-27 00:00:00
Lamp
@Transact The 27 September marks our first @Transact Connect event of the season in Buckinghamshire. Register to attend this or one of our other events here: https://t.co/NlQrb7eyh4
2022-09-19 00:00:00
Lamp
@Transact We were deeply saddened to hear of the passing of Her Majesty the Queen. Our thoughts and condolences are with the Royal Family today. We remember her drive and dedication to her duty. https://t.co/ckbMCoSKmp
2022-09-19 00:00:00
Lamp
@Transact We are delighted that @Transact won an award for Best Online Service and was also commended in the Best Platform category at this year's #ILPA awards! A big congratulations to the other winners too🎉
2022-09-16 00:00:00
Lamp
@Transact @Transact's Head of Technical Services, Brian Radbone will be presenting at the @ParaAssembly 'Paraplanners Big Day Out' event today! Come say hello and ask any questions you may have. #paraplanner
2022-09-15 00:00:00
Lamp
@Transact This month sees the return of our @Transact Connect and Breakfast events where you can hear from our speakers and find out about the latest platform developments. Register to attend here: https://t.co/sjo1e4GpPa
2022-09-01 00:00:00
Lamp
@Transact The 2022 Schroders UK Platform Awards closes on Friday 29 July. Use this https://t.co/UGgXESrZAC to take part and vote for @Transact or other platforms you use.
2022-07-25 00:00:00
Lamp
@Transact Our Head of Technical Services, Brian Radbone, takes a look at bare trusts and how they are established in the latest @Transact blog. Find out more here: https://t.co/C5OLx7yR1f #TransactInsights
2022-07-20 09:00:32
Lamp
@Transact @thelangcat's quarterly provider ratings survey is now open for advisers and planners! Have your say on platform provider's performance. It takes around 3 minutes and you can get a free summary of the results for participating. https://t.co/wTMtStH5Cp
2022-07-08 09:00:17
Lamp
@Transact @Transact - Don't forget to take part in the 2022's Schroders UK Platform Awards where you can vote for your favourite platforms and planning tools! Access this here: https://t.co/gGzDecKYzd
2022-07-07 09:00:19
Lamp
@Transact @Transact’s Annual Commission reductions come into effect today (1 July 2022). This follows the reduction to our Buy Commission threshold on 1 March. Find out more https://t.co/nGgG96fLVr #reducingcharges
2022-07-01 08:01:48
Lamp
@Transact @Transact are delighted to be shortlisted as a finalist for 'Best Platform' at this year's @_moneymarketing awards. Best of luck to all the finalists. #MMAwards22
2022-06-29 01:21:21
Lamp
@Transact In the 2022 @InvestmenTrends UK Adviser Tech & Business Report, @Transact topped 4 service categories including range of tax wrappers and products and came first for overall satisfaction. We are thrilled with the result! #adviserrated #theplatformleader
2022-06-22 09:00:29
Lamp
@Transact @Transact has once against come out on top for overall satisfaction in the 2022 @InvestmenTrends UK Adviser Tech & Business Report for the thirteenth consecutive year. A big thank you for the continuous support over the years! #adviserrated #theplatformleader
2022-06-15 09:00:18
Lamp
@Transact @Transact are delighted to win the award for Best Platform and Best Overall Service to Paraplanners - New Business at this years Professional Paraplanner London Awards 2022! We thank you for your continued support.
2022-06-09 07:00:37
Lamp
@Transact We are delighted to have been shortlisted as a finalist in 4 categories, Best Wrap/Platform, Best Investment Service, Best Online Service and Service Beyond the Call of Duty. Thank you to all who voted! #ILPAwards https://t.co/AruM2xU2wO
2022-05-27 09:51:47
Lamp
@Transact @Transact are thrilled to be shortlisted as a finalist for Best Wrap/Platform. Best of luck to all finalists! #ILPAwards https://t.co/GcrYaxy5Pt
2022-05-26 11:08:28
Lamp
@Transact The 2022 Schroders UK Platform Awards survey has now opened for voting, with awards including Best Platform Provider (AUM over £40bn) and Best Platform Service. Registered financial advice professionals are invited to take part. Share your views https://t.co/3iGSEA8ezK
2022-05-23 12:38:13
Lamp
@Transact Don't miss @Transact's Brian Radbone talking 'Investment Bonds' at 10.05am @CISI Paraplanner Conference today! #paraplanning22 #cpd
2022-05-19 07:00:19
Lamp
@Transact @Transact are looking forward to exhibiting virtually @CISI Paraplanner Conference 2022 - 18th & 19th May. Our team will be on hand throughout the day to answer all your #platform questions and more. #paraplanning22 #cpd
2022-05-17 09:30:03
Lamp
@Transact @Transact advisers, please take part in the @theplatforum's adviser survey where you can share your feedback on Transact. Access the survey here: https://t.co/oHhl9v03aR
2022-05-04 09:00:06
Lamp
@Transact Thanks to adviser support we are delighted to have won the award for The Best Platform for Advisers (AUM above £25bn) at last nights @Profadviser awards. Well done to all the winners! #PAAwards22
2022-04-27 07:39:33
Lamp
@Transact Don't miss out on @Transact's upcoming Connect Event in Birmingham on 10th May! You'll hear from our regular event speakers on all the latest #platform updates. Register today: https://t.co/Ne55PsH0fF
2022-04-08 09:31:03
Lamp
@Transact There is still time to complete the 2022 Investment Life & Pensions MoneyFacts Awards survey. Once completed you will be entered in a prize draw where Moneyfacts are offering a £150 Amazon voucher. Survey closes at midnight on Friday 8th April: https://t.co/YKeaxcUOxE #ILPAwards
2022-04-04 01:00:18
Lamp
@Transact Join the @Transact team at one of our regional in-person Breakfast & Connect Events for 2022. You will hear from our regular event speakers on all the latest #platform news and views. Register today: https://t.co/oM6wUmHbz9 https://t.co/vm2wFpIL4h
2022-03-18 09:00:17
Lamp
@Transact In celebration of International Women's Day our Managing Director of IntegraLife International Limited, Gill Marples, has been interviewed by @FinanceIOM as part of their Q&A videos centered on this year's theme #BreakTheBias. Watch the full video below. https://t.co/MEjPGBL3TK
2022-03-14 03:32:34
Lamp
@Transact @Transact advisers and paraplanners, there's still time to enter the @InvestmenTrends 2022 Adviser Technology and Business survey where you can share your views on the platforms you use. Survey closes at midnight on 13 March. Access it here: https://t.co/pVI6E73dfN #adviserrated
2022-03-08 11:00:30
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