How Transact empowers advisers and clients to achieve financial freedom

Sponsored by Transact

In today’s fast-changing financial world, the need for trusted financial advice has never been greater. Investors want more than investment solutions they want confidence, clarity and a plan that supports their life goals. At Transact, we enable advisers and their clients to establish and track their financial plans through a single, secure platform.

In this video, Transact CEO Tom Dunbar and colleagues discuss the vital role financial advisers play in helping clients achieve their life goals. Transact supports advisers and clients by making financial planning easier through a combination of market-leading software accompanied by personal service.

Tom Dunbar, CEO, Transact

A comprehensive, all-in-one solution

Transact acts as a tax wrapper provider, asset custodian and trading facilitator delivering a complete investment service. Clients can hold their assets across the full range of tax wrappers – from ISAs and pensions to onshore and offshore bonds – and access a full range of trusts, giving advisers and their clients flexibility and control. Our platform is built on proprietary software and Transact has over two decades of integration experience through the use of APIs supporting a thriving adviser technology ecosystem.

Meeting evolving client expectations

Over the past decade, client expectations have shifted dramatically. Today, individuals seek services to help them achieve financial security and life goals – whether that’s buying a home, starting a family, planning for retirement or managing intergenerational wealth. Financial planning has never been just about money; it’s about people, lives and futures.

To meet these evolving needs, we’re focusing on digital journeys, data and real-time capabilities that deliver seamless experiences. At the same time, regulatory changes and the growing importance of retirement income are driving clients to engage more directly with platforms alongside their advisers. By combining human expertise with innovative technology, we empower advisers and their clients to take control of their financial journey while ensuring compliance and clarity every step of the way.

Why advice matters more than ever

With longer lifespans, frozen tax thresholds and the decline of guaranteed pensions, clients face increasing responsibility for their own wealth and retirement. Trying to self-manage and maintain a financial plan is often hindered by constant changes to pension rules, including the inclusion of unused pensions in inheritance tax due to come in by 2027. This complexity makes professional advice essential. Transact plays a critical role – helping advisers deliver real value to clients through the guidance they need and enabling individuals to invest with confidence.

Technology and service that put people first

Our values are rooted in providing a deeply personal service to advisers and clients. Advisers benefit from dedicated regional teams and advanced tools such as LiveChat and online co-browsing, ensuring fast, efficient support. For clients, online access, LiveChat, dedicated team support plus features such as family linking and tiered charging make wealth management more accessible and cost-effective.

Transact is an award-winning platform for every client need, trusted by advisers across the UK to manage wealth plans for individuals, families, trusts and corporate clients.

Speak to your financial adviser today and discover how Transact can help you achieve your goals
This marketing communication is for general information purposes only and does not constitute financial, investment, legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. The value of investments can go down as well as up and charges and market performance affect outcomes. Tax treatment depends on individual client circumstances and may change. For further details please speak to your financial adviser.