Funds under direction held on the Transact platform reached £86.5bn at the end of September, a 17% year-on-year increase.

IntegraFin Holdings, parent company of adviser platform Transact, has today reported a record £85.5bn in funds under direction at the end of the third quarter, up 23% year-on-year.

Adviser platform Transact has launched Dimensional’s managed portfolio service (MPS) on its platform.

Transact has unveiled the new Flexible Reversionary Trust (FRT) which it says will help advisers prepare for the April 2027 IHT changes when unused pension funds will be subject to IHT.

Adviser platform Transact is to update its API to improve how its platform connects with other Financial Planning software, including CRM systems.

The adviser platform market is predicted to double in terms of assets under administration, reaching £1,464bn by 2030, according to a new report.

Adviser platform Transact is to reduce costs for more family members from 1 April.

IntegraFin Holdings, the parent company of adviser platform Transact, has today reported net inflows of £1bn in its first quarter (ending 30 Dec), an 11% year-on-year increase.

IntegraFin Holdings, the parent company of adviser platform Transact, has today reported full year profits up 7% to £75.4m thanks to strong growth in earnings.

Quilter’s £23bn AUM WealthSelect Managed Portfolio Service (MPS) has been added to the Transact platform allowing advisers to choose from a range of 56 new portfolios.

Jonathan Gunby, the former CEO of adviser platform Transact, has joined professional referrals platform RQ as a board adviser.

Funds under direction for adviser platform Transact rose 16% over the past year to a new record high of £74.2bn as at 30 September (30 September 2024: £64.1bn).

Platform Transact has partnered with adviser software provider Intelliflo to launch a new app to improve adviser efficiency.

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

Investment platform Transact saw funds under direction (FUD) rise by 11% to £69.5bn in the three months to the end of June.

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.