Transact

Your profession

Comparison tool's real-time data reveals advisers' preferred platforms

Price and service key considerations

clock 28 February 2017 • 2 min read

Wrap/platforms

Transact offers advisers access to Quilter Cheviot MPS

10 strategies, including four index

clock 09 November 2016 • 1 min read

Wrap/platforms

More than half of all platform AUA in transition - lang cat research

£207bn out of £386bn affected by acquisitions and re-platforming

clock 30 September 2016 • 3 min read

Your profession

Platform views: Terry Huddart on Ascentric and Transact

Platform functionality highlights

clock 28 September 2016 • 7 min read

Wrap/platforms

'Onerous' LISA build throws question mark over platform availability

Who will offer the product from next April?

clock 02 June 2016 • 5 min read

Wrap/platforms

Nucleus warns platforms to monitor adviser-client relationship

Platforms expected to take more active role

clock 29 January 2016 • 3 min read

Wrap/platforms

Smaller rivals beat platform giants in profitability league table

Which 'small' platform is operating at a 40% margin?

clock 14 October 2015 •

Wrap/platforms

Transact cuts charges on lower value portfolios

Transact has reduced charges on its platform and has lowered the threshold size of client portfolios eligible for lower annual fees from £180,000 to £150,000.

clock 21 September 2015 •

Wrap/platforms

Worst platform cash rates revealed

Investors are getting dismal interest rates when they hold cash on the UK's biggest advised platforms, with some actually making a loss after fees, an investigation by Professional Adviser has found.

clock 10 June 2015 •

Tax Planning

Transact becomes first platform to make VCTs available

Transact has partnered with Octopus Investments to become the first platform to offer venture capital trusts (VCTs) following the introduction of new legislation.

clock 23 April 2015 •