Transact

Robo-Advisors & Wealth Management

Get Verified & Update Profile Claimed profiles go to the top of search results. Get verified now, it takes just a couple minutes. Visit Report

A sophisticated investment management platform facilitates seamless portfolio administration for financial advisers and their clients, enhancing efficiency through advanced technology and personalized support. Key features include extensive financial planning tools, extensive investment options, tax-efficient wrappers, and solid reporting capabilities, addressing challenges such as high management fees and the need for secure client transactions, making it ideal for financial professionals and their clientele seeking streamlined investment solutions.

Transact can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Transact are:

Ziggma Promoted → Fundment → Etops → Black Diamond → Vise →

Screenshots

Details

Transact Main Features

• Adviser Support
  Transact has strong support for advisers, helping them serve their clients better.
• Personal Service
  Transact offers a personal service with dedicated teams that help clients and advisers face-to-face, over the phone, or online.
• Client Protection
  Transact focuses on protecting clients' money and offers guidance on avoiding scams.
• Large Client Base
  As of September 2024, Transact has over 235,000 clients and 8,000 advisers using its services.
• Funds Under Direction
  Transact manages over £64. 1 billion in funds, showing its strength in the investment market.
• Award-Winning Platform
  Transact is recognized as the 'Best Platform' in many independent research reports.
• Proprietary Technology
  Transact owns and develops its own technology, ensuring a fast and secure service for users.
• Comprehensive Reporting
  The SaaS offers detailed financial planning tools and reports to help clients track their investments.
• Wide Range of Investments
  Transact provides many investment options and tax-efficient wrappers to help manage portfolios easily.

Transact Benefits

• Advanced Technology
  The SaaS uses its own technology, which means it is fast and secure for users to manage their investments.
• Comprehensive Tools
  Transact provides many financial planning tools and reports, helping advisers manage client portfolios efficiently.
• Personalized Support
  Transact offers personal service through friendly teams, making it easier for advisers and clients to get help when they need it.
• Award-Winning Platform
  Transact is rated as the best platform for many years, showing it is trusted and reliable for managing investments.
• Protection Against Scams
  Transact helps protect clients' money by raising awareness about scams, which is important in today's world.

Who should use Transact?

• Clients
  Clients can benefit from Transact by having a safe and efficient way to manage their money with the help of their advisers.
• Financial Advisers
  Financial advisers can use Transact to get great support and tools for managing their clients' investments easily.
• Vulnerable Clients
  Vulnerable clients can receive special support to protect their money and investments from scams.
• Investment Professionals
  Investment professionals can find useful resources and technology to help them make better investment decisions.

Verified Badge

<a href="https://saasbrowser.com/en/saas/81725/transact" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/vskb05l248j99f0dtfvapvhwuqj1" alt="Transact - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

<a href="https://saasbrowser.com/en/saas/81725/transact" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/2wu3eynltrret0b25c7x4c308v7d" alt="Transact - SaaS Browser Verified Badge" width="200" height="133" /></a>

Copy Badge

Transact Alternatives

Ziggma Promoted

A comprehensive investment management platform provides tools for tracking an...

Fundment

This platform revolutionizes the investment process by providing financial ad...

Etops

A comprehensive platform designed for wealth management professionals, this s...

Black Diamond

This comprehensive wealth management platform integrates various essential fu...

Vise

This comprehensive platform enables the creation, management, and explanation...

Adhesion Wealth Advisor Solutions

A comprehensive platform designed for financial advisors streamlines investme...

AssetBook

This innovative platform enhances portfolio management and client engagement ...

SS&C Advent

This platform provides comprehensive financial technology and services design...

fiinfra

A comprehensive technology platform designed to enhance client engagement and...

Technologies Used

View All Technologies