020 7608 4900 Contact Us ABOUT INVESTOR INFO BOARD & GOVERNANCE SHARE PRICE About About Us IntegraFin Holdings plc (IntegraFin) is the holding company of a group including Transact, one of the largest independent wrap platforms in the UK. Transact offers advisory professionals a comprehensive financial planning infrastructure for investing client assets in a tax-efficient way. Integrated Financial Arrangements Ltd (IFAL), a wholly owned subsidiary of IntegraFin, was established in the UK in 1999 and operates the Transact wrap service. Using our own in-depth knowledge of the UK retail financial services market, and supported by proven technology and systems already developed and pioneered in Australia, Transact was launched in 2000 as the UK’s first integrated portfolio service. Our head office is based in the City of London. We have regional sales teams throughout the UK, as well as teams of software developers based in London (UK) and Melbourne (Australia). IntegraFin was incorporated in 2014 as the holding company of the IntegraFin group of companies. View our Corporate Structure What we do The primary activity of the IntegraFin Group is the provision of the Transact wrap service. Transact provides financial advisers and their clients with: An efficient way to invest and manage client assets A simple way to maintain client records A wide range of tax wrappers Access to over 8,000 funds, plus bank term deposits and assets listed on major stock markets A high-touch client service team. How we operate Our platform enables advisers to simplify management of the complex investment needs of clients. By consolidating all investments, trading and tax-efficient wrappers in one place, our solution makes the management of client portfolios more cost-effective and efficient. Transact provides a premium, high-touch, personal service to advisers and their clients through a team of over 170 of our own highly trained service staff. Our service teams are allocated to advisers within specific geographical regions and deal with queries across all asset and wrapper types. We are in control of the client experience as we operate using our own proprietary platform technology. This allows us to react quickly to client demands and regulatory changes. With no reliance on external technology or providers, we can set our own priorities and control the costs involved. Transact provides a wide investment choice with access to over 8,000 funds and assets listed on major stock markets. We provide a wide range of investment wrappers including ISAs, pensions and insurance bonds (onshore and offshore) and access to a range of third party providers, such as third party SIPP (Self Invested Personal Pension) providers and Discretionary Investment Managers. Our platform provides bespoke technology and comprehensive functionality for the efficient management of client portfolios. Our platform provides access to report and analysis tools, investment portfolio management, lifetime cash flow modelling and more. We have a proven business model supported by a strong balance sheet. As at 30 June 2021, as a Group we have £50.31bn of funds under direction on behalf of over 6,400 advisers and over 205,000 investor clients. Our History 1999-2004 Read More+ 2005-2010 Read More+ 2011-2016 Read More+ 2017-Present Read More+ Our Awards Over the years the Transact service has received many awards and accolades, of which we are extremely proud. View Our Awards 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. The holding company of the Integrated Financial Arrangements Ltd group of companies. If you continue to use this site, you agree to allow cookies. Find out more I agree