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  • Transact launches new integration with Plannr

    Adviser platform Transact has launched a new integration with fintech Plannr which the two firms claim should speed up the account opening process.

  • Transact launches data transfer link with Intellifo

    Adviser platform Transact has partnered with fintech and back office provider Intellifo to launch a data transfer application which it claims will help reduce rekeying, save advisers time and maintain data integrity.

  • Transact funds under direction up 8% to £65.9bn

    Transact has seen funds under direction (FUD) rise by 8% to £65.9bn helped by market recovery and strong inflows.

  • Transact FUD climbs 8% to £65.9bn

    Integrafin, parent company of adviser platform Transact, has reported funds under direction on the platform of £65.9bn for the three months to the end of March.

  • Strong advised platform sales outpace rising outflows

    New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.

  • Transact appoints new CEO as Jonathan Gunby retires

    Long-serving Transact CEO Jonathan Gunby is to retire in March and will hand over to colleague and chief development officer Tom Dunbar.

  • Transact FUD climbs to record £65.9bn

    Integrafin, parent company of adviser platform Transact, has reported record funds under direction on the platform of £65.9bn for the three months to the end of December.

  • Transact parent funds up 17% in 2024 to £64.1bn

    Integrafin, parent company of adviser platform Transact, has reported a 17% rise in funds direction (FUD) in 2024 to £64.1bn (FY23:£55bn) in its annual results today.

  • Transact allows pensions to be opened online

     

    Adviser platform Transact has added the ability to open existing clients’ pension wrappers (such as personal pensions and SIPPs) online.

  • Transact FUD climbs to record £64.1bn

    Integrafin, the parent company of adviser platform Transact, has reported record funds under direction on the platform of £64.1bn for the three months to the end of September.

  • Transact offers 'more efficient' document delivery

    Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.

  • Cash interest rates attracting clients for advisers

    Over half (54%) of advisers say that current cash interest rates on platforms have helped them attract new clients, according to new research.

  • Suffolk Life adds Transact to SmartSIPP

    Suffolk Life SmartSipp website
  • Transact fined £3.5m by FSA for client money breaches

  • Transact announced as lead sponsor of sell-out IFP Conference 2012

    Celtic Manor Resort
  • Transact's Ian Taylor warns RDR will cause scramble for distribution

    Ian Taylor, chief executive of Transact
  • Architas rolls out its fund range to several more platforms

    Architas website
  • Cotswold branch considers impact of RDR from Investec and Transact

  • Transact surprised by advisers' platform switches post-RDR

    Transact logo
  • Transact reduces charges by almost 15 per cent in fee overhaul

    Ian Taylor, chief executive of Transact

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