Transact is an award-winning investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios.
We provide a wide range of financial planning tools and comprehensive reporting, alongside an extensive range of investments and tax efficient wrappers to make the management of portfolios as easy and efficient as possible.
Unrivalled adviser support
Our head office and regionally-aligned teams provide truly personal service – face-to-face, over the phone and online.
Award-winning platform
We are consistently rated
‘Best Platform’ across independent
research reports.
Proprietary technology
We own and develop the technology which powers our platform, giving you access to a fast, secure service.
As at 30 June 2024, Transact has over:
Funds under direction
Clients
