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

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

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.

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.

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

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.

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.

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

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.

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

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