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OUR AWARDS

In recognition of our service to advisers and their clients over the years, we have won many awards

As well as the awards in the table below charting the success of Transact over the years, we also value the results from independent research companies such as CoreData, which are based on adviser-completed surveys.

Transact has been rated the best large platform in the CoreData Investment Platform Study every year from 2010 to 2023.

2024Award
Professional AdviserBest Platform for Advisers
2023Award
Schroders Platform Awards Platform of the Year
Leading Platform for Discretionary Management
Adviser AssetPlatinum Platform Rating
Professional ParaplannerBest Platform
Professional ParaplannerBest Overall Service to Paraplanners – Existing Business
2022Award
Adviser AssetPlatinum Platform Rating
Professional AdviserBest Platform for Advisers (AUM above £25bn)
Professional Adviser(Time4Advice) Best Technology Provider
Professional ParaplannerBest Overall Service to Paraplanners - New Business
Professional ParaplannerBest Platform
Investment Life & Pensions MoneyfactsBest Online Service
2021Award
SchrodersBest Platform Provider AUM £40bn+
MoneyfactsBest Wrap/Platform
Professional ParaplannerBest Platform
Professional ParaplannerBest Overall Service to Paraplanners – Existing Business
Adviser AssetPlatinum Platform Rating
2020Award
Adviser AssetPlatinum Platform Rating
FinalytiQ 'Excellent' Financial Performance Rating
Financial Adviser Service Awards5 Star Platform
2019Award
Financial Adviser Service Awards5 Star Investment Provider
Professional AdviserBest Platform for Advisers (AUA over £20bn)
Professional ParaplannerBest Platform
FinalytiQ'Excellent' Financial Performance Rating
Adviser AssetPlatinum Platform Rating
The Lang CatBest for Accumulation (Complex Needs)
2018Award
Financial Adviser Service Awards5 Star Investment Provider
PlatforumBest Adviser Platform over £10bn
Professional AdviserBest Platform for Advisers (AUA above £15bn)
Professional ParaplannerBest Platform
Professional ParaplannerBest Overall Service - Existing Business
Adviser AssetPlatinum Platform Rating
2017Award
Financial Adviser Service Awards5 Star Investment Provider
Money Observer Retirement Income AwardsBest Flexi Access Drawdown
MoneyfactsBest Wrap/Platform
Professional AdviserBest Platform for Advisers (AUA above £15bn)
Professional ParaplannerBest Overall Service for New Business
Money MarketingBest Platform Award
FT Adviser Online Innovation and Service AwardsInvestment Innovation Award
FT Adviser Online Innovation and Service Awards5 Star Investment Award
2016Award
PlatforumBest Adviser Platform Over £10bn
PlatforumBest Adviser Platform for Service
PlatforumBest Platform Partner Voted by DFMs
The Lang CatPlatform of the Year
The Lang CatBest for Centralised Investment Propositions
MoneyfactsBest Wrap/Platform
Uk Platform AwardsPlatform of the Decade
FT Adviser Online Innovation and Service Awards5 Star Investment Provider
Money MarketingBest Platform Award
Adviser AssetPlatinum Platform Rating
Financial Adviser Service Awards5 Star Investment Provider
2015Award
Professional AdviserBest Adviser Platform
FT Adviser Online Service Awards5 Star Investment Provider
MoneyfactsBest Online Service Award
PlatforumBest Adviser Platform Over £10bn
Financial Adviser Service Awards5 Star Investment Provider & Packager
This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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  • 29 Clement's Lane, London EC4N 7AE
  • 020 7608 4900
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© 2024 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).