Transact Snapshot
Whether looking for your first job or taking the next step in your career, Transact offers a supportive and challenging environment to help you to realise your potential and career ambitions.
Our culture is collaborative, inclusive and open-minded. We look for talent across a wide range of experiences, industries and backgrounds to continually challenge the way we do things.
Our Purpose
Transact enables clients and their adviser to hold their investments on a single platform across a range of tax wrappers. We provide custody, tax wrapping, trading and reporting, and facilitate inter-generational planning. Transact delivers great service and value for money.
Our Values
We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Doing the right thing for our staff drives superior adviser service, shareholder returns and great outcomes for the Miggins family. We focus on getting things right first time. When things go wrong our priority is to listen, learn, improve and to do the right thing.
Our Strategy
Financial planning is easier for advisers and the Miggins family with Transact. We deliver great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Transact will continue to lead the UK platform industry and reach £100bn FUD during this decade.
Our culture is collaborative, inclusive and open-minded. We look for talent across a wide range of experiences, industries and backgrounds to continually challenge the way we do things.
Our Purpose
Transact enables clients and their adviser to hold their investments on a single platform across a range of tax wrappers. We provide custody, tax wrapping, trading and reporting, and facilitate inter-generational planning. Transact delivers great service and value for money.
Our Values
We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Doing the right thing for our staff drives superior adviser service, shareholder returns and great outcomes for the Miggins family. We focus on getting things right first time. When things go wrong our priority is to listen, learn, improve and to do the right thing.
Our Strategy
Financial planning is easier for advisers and the Miggins family with Transact. We deliver great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Transact will continue to lead the UK platform industry and reach £100bn FUD during this decade.
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.
As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.
Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, we now have over £65.9 billion funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025).
As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.
Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, we now have over £65.9 billion funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025).
