@Transact

Transact is an award-winning, market leading independent UK investment platform. #FTSE250

 2 Gresham Street, London
Joined May 2010
  • Tweets995
  • Following1.8K
  • Followers4.5K
232Media
Replying to @Transact
@Transact has maintained pole position as the most popular platform selected by advisers on the Lang Cat’s Analyser tool in 2025 professionalparaplanner.co.u…

Transact named most popular adviser platform by the lang cat - Professional Paraplanner

Transact has maintained pole position as the most popular platform selected by advisers on the Lang Cat’s Analyser tool in 2025. It was closely followed by Quilter in second place and AJ Bell...

professionalparaplanner.co.uk
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Transact Wrap retweeted
FT Adviser
@FTAdviser18 Dec 2024
Transact sees growth in clients using platform as it makes fee change on.ft.com/4gniJk4

Transact sees growth in clients using platform as it makes fee change

Clients using the Transact platform grew 2 per cent in 2024, while funds under direction increased by 11 per cent, to £64.1bn, up from £59.6bn the previous year.

ftadviser.com
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We're proud to introduce @Transact as a partner of Adviser 3.0 2024! 😀 Transact is on a mission to make financial planning easier. This is underpinned by owning our software and investing in personal service. Find out more here 👉 eu1.hubs.ly/H06FjG20
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Schroders UK Platform Awards 2023 is proud to be fundraising for St Barnabas Hospice, the leading charity in Lincolnshire providing palliative and end-of-life care to adults living with a life-limiting or terminal illness.  #SchrodersUKPA2023
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Transact Wrap retweeted
Sean Banks@SeanBanksFP14 Sep 2023
Bravo, @Transact 👏
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The Investment Life & Pensions Moneyfacts Awards finalists in Best Online Service are: @AegonUK, @AIGLifeUK, @AvivaUK, @Fidelity_UK, @landg_uk, @parmenionuk, @Quilter, @RoyalLondon, @Transact, @TruePotential_ #ILPAwards
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The Investment Life & Pensions Moneyfacts Awards finalists in Best Investment Service are: @7IM_Updates, @Investec, @Octopus_UK, @parmenionuk, @Quilter, @RathbonesGroup, @TattonIM, @tavistockplc, @TIMEInvestments, @Transact #ILPAwards
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The Investment Life & Pensions Moneyfacts Awards finalists in Best Wrap/Platform are: @abrdn_UK, @AegonUK, @AvivaUK, @AdviserFidelity, @noviafinancial, @nucleuswrap, @parmenionuk, @Quilter, @Transact, @TruePotential_ #ILPAwards
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.@Transact has launched an IHT index to help advisers track their customers' liabilities By @Chris_Angeloni bit.ly/3ior5PR
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The Investment Life & Pensions Moneyfacts Awards finalists in Best Wrap/Platform are: @abrdnAdv_UK, @AegonUK, @AvivaUK, @Embarkplatform, @Fidelity_UK, @parmenionuk, @Praemium, @Quilter, @Transact, @TruePotential_ #ILPAwards
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The Best Platform for Advisers (AUM above £25bn) award goes to Transact! Congratulations to @Transact! #PAAwards22
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🏆 The results of the Best Online Service category are: Commended: @embark_group Highly Commended: @Transact And the winner is… @parmenionuk! 🎉 🏆 #ILPAwards #25YearsofILP
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.@Transact records highest quarterly inflows moneymarketing.co.uk/news/tr…
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Transact Wrap retweeted
Time4Advice@Time4Advice4 Feb 2021
If you didn't catch it live, here's another chance to hear what @RolandRS has to say about the recent acquisition of his firm by @Transact's parent company. He speaks with @theactualpolson of @thelangcat time4advice.co.uk/media/blog… #financialplanning #wealthmanagement #fintech
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Transact Wrap retweeted
Time4Advice@Time4Advice11 Jan 2021
We’re pleased to announce that Time4Advice has been acquired by @Transact's parent company. Exciting times ahead for clients and staff. time4advice.co.uk/media/news…
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Transact Wrap retweeted
Dan Galbally@adviserHUB19 Nov 2020
It’s no secret that we like @Transact I’ve just had the pleasure of using their system to easily create sub wrappers for the purpose of phasing cash into the market. The fact I can do it myself is crucial for speed. I know others would have had me waiting days to sort it out...
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Transact Wrap retweeted
FT Adviser
@FTAdviser7 Oct 2020
A particular platform has topped the list of advisers’ favourite platforms for the eleventh consecutive year on.ft.com/33DtnQX
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Transact Wrap retweeted
TISA@uktisa24 Aug 2020
Delighted to welcome @Transact to #TURN (TISA Universal Reporting Network) the industry #blockchain solution for the collection and dissemination of EMT #regulatory data, powered by @Atos. Find out how you can join them at tisa.uk.com/turn/
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Featuring in the #ILPAwards shortlists are @TattonIM @TavistockWealth @TheWealthCareP1 @TilneyGroup @TIMEInvestments @Transact Triple Point @TruePotential_ @UK_MetLife UK Structured Products Association, Unicorn Asset Management @UtmostWealth moneyfactsgroup.co.uk/awards…
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Transact Wrap retweeted
Stellar@StellarAM_25 Mar 2020
Deadlines for @Transact investors are fast approaching 🗓 #Transact #TaxYearEnd #FinancialPlanning
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