S&P ratings made available on Transact

clock

Standard & Poor's Fund Services has made its fund management ratings and fund research reports available on Transact Online.

Users of the integrated portfolio service will now be able to view S&P's fund ratings and research reports on the valuation page of individual portfolios. As well as assisting financial advisers, the addition of S&P's fund ratings and research reports aims to provide substantial visibility to fund managers that appear on Transact Online and have an S&P's fund rating. Peter Gorogh, distribution manager of S&P Fund Services, commented: "We are delighted to be able to offer S&P's fund ratings and reports to financial advisers using Transact Online, in line with our objective to provide mus...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers see clients arrive with AI-generated plans

Advisers see clients arrive with AI-generated plans

AI could spell end of ‘1% of assets’ advice model

Isabel Baxter
clock 09 September 2026 • 4 min read
Half of advisers use technology for Consumer Duty compliance

Half of advisers use technology for Consumer Duty compliance

Advisers not aware of digital tools that can help

Sophia Panayi
clock 04 September 2026 • 2 min read
The human advantage: Why better AI raises the value of good advice

The human advantage: Why better AI raises the value of good advice

Raising the standard of understanding

Elly Dowding and Lee Coates
clock 04 September 2026 • 4 min read