Investment platform Transact is launching a series of adviser events to be held at its new office in the City of London this autumn.

The company is relocating its office to 2 Gresham Street in September.

It said the new office will create “a modern and collaborative environment” designed in partnership with Oktra, an office design and build company known for its commitment to sustainability and employee well-being.

It said careful planning has been undertaken to ensure uninterrupted services for advisers and clients.

The adviser events at the new location will explore how the company’s latest technological advancements, including its Account Opening API, simplifies adviser workflows by allowing seamless system-to-system communication.

They will bring together COOs of adviser firms, CRM/back office software providers, and Transact’s team to explore integration opportunities, surface operational challenges, and collaborate on innovative solutions. Additional sessions are planned to discuss how AI is being explored by software firms and what it means for advisers.

Transact said it will publish more details will follow in the coming weeks.

The firm said the move marks its 25th anniversary and sees the end of a long chapter at Clements Lane. 



Alex Scott, chief executive of Transact owner Integrafin Holdings, said: “The new office is a significant investment in the future of the business. It demonstrates our continued commitment to the market and to the City of London, while giving our teams the state-of-the-art infrastructure they need to continue to deliver modern, reliable services to advisers.”

Tom Dunbar Transact CEO, said: “We’ve built a modern, vibrant office that will be great for staff but also gives us the opportunity to collaborate more closely with advisers. Together with our recent investment in IT, this will support our plans to develop the platform and further improve our service.”

In its latest trading update published last week Transact saw funds under direction (FUD) rise by 11% to £69.5bn in the three months to the end of June.

The firm said it is undertaking a group-wide cost review, which will identify enhanced business efficiency and productivity opportunities, deliver savings, and accelerate future earnings growth for IntegraFin.