Transact Snapshot
Our key focus is to help our users to run profitable, modern, highly efficient and compliant businesses more easily – whilst ensuring that advisers are able to provide what is arguably the best possible service to their investor clients.
In simple terms Transact is a smarter, more effective and efficient way to consolidate and manage clients’ investment portfolios and financial plans online.
Transact is known by financial experts and advisers as a ‘wrap service’. The Wrap service concept has become very popular with IFAs as it enables them to effectively outsource their administration to us and concentrate on providing investment advice.
Transact offer a range of tax wrappers such as ISAs, Pensions and Offshore Bonds wherein IFAs are able to place a variety of financial products (any UK listed equity including investment trusts, unit trusts and OEICs).
We are always looking for talented individuals to join our award winning organisation, you can view our current vacancies here https://www.jobtrain.co.uk/transact/vacancies.aspx
Transact is known by financial experts and advisers as a ‘wrap service’. The Wrap service concept has become very popular with IFAs as it enables them to effectively outsource their administration to us and concentrate on providing investment advice.
Transact offer a range of tax wrappers such as ISAs, Pensions and Offshore Bonds wherein IFAs are able to place a variety of financial products (any UK listed equity including investment trusts, unit trusts and OEICs).
We are always looking for talented individuals to join our award winning organisation, you can view our current vacancies here https://www.jobtrain.co.uk/transact/vacancies.aspx
