020 7608 4900 Contact Us ABOUT INVESTOR INFO BOARD & GOVERNANCE SHARE PRICE Awards Awards Since our launch, the Transact service has won many awards of which we are extremely proud. We view these as a validation of the success of our approach. We will never become complacent or rest on our laurels, and each year we invest in the constant innovation of our technology and service. Transact has consistently been voted the UK’s no.1 investment platform by advisers across both Investment Trends and CoreData quantitative research studies. We also consistently perform strongly in Platforum quarterly and annual surveys. 2021 Awarded for Schroders Best Platform Provider £40bn+ Moneyfacts Best Wrap/Platform Professional Paraplanner Best Platform Professional Paraplanner Best Overall Service to Paraplanners – Existing Business Adviser Asset Platinum Platform Rating 2020 Awarded for Adviser Asset Platinum Platform Rating FinalytiQ 'Excellent' Financial Performance Rating Financial Adviser Service Awards 5 Star Platform 2019 Awarded for Professional Adviser Best Platform for Advisers (AUA over £20bn) Professional Paraplanner Best Platform FinalytiQ 'Excellent' financial performance rating Financial Adviser Service Awards 5 Star Investment Provider Adviser Asset Platinum Platform Rating The Lang Cat Best for Accumulation (Complex Needs) 2018 Awarded for Platforum Best Adviser Platform over £10bn Professional Adviser Best Platform for Advisers (AUA above £15bn) Professional Paraplanner Best Platform Professional Paraplanner Best Overall Service - Existing Business Financial Adviser Service Awards 5 Star Investment Provider Adviser Asset Platinum Platform Rating FinalytiQ 'Excellent' financial performance rating 2017 Awarded for Financial Adviser Service Awards 5 Star Investment Provider Money Observer Retirement Income Awards Best Flexi Access Drawdown CoreData Best Large Platform (>£12bn FUD) Investment Trends Best Overall Platform Platforum Best Large Platform (>£10bn FUD) FinalytiQ 'Excellent' financial performance rating MoneyFacts Best Wrap/Platform Professional Adviser Best Platform for Advisers (AUA above £15bn) Professional Paraplanner Best Overall Service for New Business Money Marketing Best Platform Award FT Adviser Online Innovation and Service Awards Investment Innovation Award FT Adviser Online Innovation and Service Awards 5 Star Investment Award 2016 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Platforum Best Adviser Platform Over £10bn Platforum Best Adviser Platform for Service Platforum Best Platform Partner Voted by DFMs FinalytiQ 'Excellent' platform profitability rating the lang cat Platform of the Year the lang cat Best for Centralised Investment Propositions Moneyfacts Best Wrap/Platform UK Platform Awards Platform of the Decade FT Adviser Online Innovation and Service Awards 5 Star Investment Provider Money Marketing Best Platform Award Adviser Asset Platinum Platform Rating Financial Adviser Service Awards 5 Star Investment Provider 2015 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Platforum Best Adviser Platform over £10bn FinalytiQ 'Excellent' Profitability Award Professional Adviser Best Adviser Platform FT Adviser Online Service Awards 5 Star Investment Provider Moneyfacts Best Online Service Award Financial Adviser Service Awards 5 Star Investment Provider & Packager 2014 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Platforum Best Adviser Platform Financial Adviser Service Awards 5 Star Investment Provider & Packager Money Marketing Best Wrap or Platform FT Adviser Online Service Awards 5 Star Investment Provider Investment Life & Pensions Moneyfacts Best Online Service 2013 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Financial Adviser Service Awards 5 Star Investment Provider & Packager FT Adviser Online Service Awards Consistent Service Excellence FT Adviser Online Service Awards 5 Star Investment Provider UK Platform Awards Best platform for adviser service UK Platform Awards Best large platform provider (over £10 billion of assets) 2012 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform FTAdviser.com 5 Star Winner - Online Investment Providers Investment Life & Pensions Moneyfacts Best Online Service Citywire Advisers' Choice Platform Awards Tools and Functionality Citywire Advisers' Choice Platform Awards Charging and Service Citywire Advisers' Choice Platform Awards Investment Financial Adviser 5 Star Winner - Investment Provider and Packager 2011 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Citywire Service Index Winner of the Wrap/Platform Award FTAdviser.com 5 Star Winner - Investment Provider/Packager Investment Adviser Most Diverse Product Range Investment Adviser Most Transparent Platform UK Platform Awards Best Platform for Adviser Service UK Platform Awards Best Open Architecture Wrap Platform Financial Adviser Investment Provider and Packager Financial Adviser E-commerce Product of the Year 2010 Awarded for CoreData Best Large and Best Overall Platform Investment Trends Best Overall Platform Citywire Service Index Winner of the Wrap/Platform Award FTAdviser.com 5 Star Winner - Investment Provider/Packager TAS Wrap/Platform Winner UK Platform Awards Best Platform for Adviser Service UK Platform Awards Best Open Architecture Wrap Platform Financial Adviser E-commerce Product of the Year Financial Adviser 5 Star Winner - Investment Provider/Packager 2009 Awarded for Professional Adviser Best Wrap Provider TAS Wrap/Platform Winner Financial Adviser 5 Star Winner - Investment Provider/Packager FTAdviser.com 5 Star Winner - Investment Provider/Packager Financial Adviser E-commerce Product of the Year UK Platform Awards Best Open Architecture Wrap 2008 Awarded for Professional Adviser Best Wrap Provider RDIR Global Custodian Award UK Platform Awards Best Open Architecture Wrap Platform FTAdviser.com 5 Star Winner - Investment Provider/Packager Citywire Service Index Only Triple A Rated Wrap for Service and TCF 2007 Awarded for Professional Adviser Best Wrap Provider Financial Adviser E-commerce - Product of the Year Financial Adviser 5 Star Winner - Independent Provider/Packager UK Platform Awards Leading Independent Platform Offering 2006 Awarded for Professional Adviser Best Wrap Provider Pensions Management - TAS Wrap Winner 2005 Awarded for Professional Adviser Best Wrap Provider Contact Information 29 Clement's Lane, London EC4N 7AE 020 7608 4900 Contact Us Quick Links Terms and Conditions Privacy and Cookies Modern Slavery Statement Legal and Regulatory Information Careers Our Other Sites Transact © 2021 IntegraFin Holdings plc Registered Office: 29 Clement's Lane, London, EC4N 7AE; Registered in England and Wales under number: 08860879. 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