Georgina and Beth attended the Transact Connect event this morning. They had a very productive morning learning with an interesting macro economic update and technical update Thank you @Transact for organising such an informative event. #connectwithtransact #transactwrap #ifa

Good morning from our @Transact Connect event in Birmingham. We are ready to welcome financial advisers, paraplanners, administrators and special guest speakers for an exciting day of platform demos, industry insight and adviser perspective. #ConnectWithTransact #TransactWrap

Are you an adviser that uses Plannr’s CRM? Great news - Plannr and Transact are now integrated to streamline account opening. #FinancialAdvisers #Plannr #TransactWrap For advisers only.

@Transact continues to simplify and lower charges. From April 2025 we’re introducing a single pension wrapper fee for clients in a linked family group for Personal Pension and SIPP wrappers. Read full announcement here: https://t.co/iro5BOu89f #LowerCharges2025 #TransactWrap

We are pleased to announce @Transact has been named as a finalist for 'Platform of the Year' at this year's @SchrodersUKPA Platform Awards. Best of luck to all finalists. #SchrodersUKPA #TransactWrap

@Transact pays 100% of cash interest earned on client portfolios – we do not skim. Even better value from the UK’s no.1 platform. Find out more: https://t.co/LQ4FeU2Qus #TransactWrap #LeadingPlatform #ConsiderTransact

At @Transact, we measure our financial strength through four key metrics: profitability, capital resources, liquidity and debt, to ensure we give your clients a stable, reliable platform. Share our guide👉 https://t.co/ullcxOIAKy #TransactWrap #FinancialStrength

@Transact supports advisers where it matters most. With leading cash interest rates, truly personal service and enhanced integrations, it’s time to consider @Transact. https://t.co/LQ4FeU2iEU #TransactWrap #ConsiderTransact #LeadingPlatform

@Transact’s service means you benefit from a fast, accurate platform service, responsive support teams, dedicated topic specialists and enhanced technical support. Find out more today: https://t.co/LQ4FeU2Qus #TransactWrap #LeadingPlatform #ConsiderTransact

The @Transact team is at the @CISI Financial Planning Conference 2-3 Oct! Come and say hello and learn how @Transact can help you support your clients and your business. #CISI #Transactwrap #TransactPlatform #FinancialPlanning

Share your views on the platforms you use, how you use them and what you think of them. The @ThePlatforum Winter 2025 adviser platform market survey is now open: https://t.co/NlB15iHFqd #TransactWrap #AdviserRated

With tax year end fast approaching, our latest guide for advisers includes the key deadlines you need to know, plus useful information to help your clients maximise their tax allowances with @Transact . View the guide: https://t.co/6LwDWAhiT0 #TransactWrap #TaxYearEnd

Did you know we have a range of APIs to share valuation, remuneration & transaction data directly with the UK’s most widely used back-office providers? Time to take another look @Transact? Find out more: https://t.co/LQ4FeU2Qus #TransactWrap #ConsiderTransact #LeadingPlatform

We're committed to supporting families and intergenerational family planning. From April 2025, @Transact is introducing a single pension wrapper fee for clients in linked family groups. Discover more: https://t.co/wJSUgFuYcn #LowerCharges2025 #TransactWrap #ConsistencyMatters

17 consistent years of charge reductions from @Transact. Because consistency matters. Find out more about how we are lowering pension wrapper fees for family linked groups from April 2025 https://t.co/wJSUgFuYcn #LowerCharges2025 #TransactWrap #ConsistencyMatters

@Transact is proud to be awarded ‘Best Overall Service to Paraplanners – New Business’ at the Professional Paraplanner Awards 2024 – as voted by paraplanners. A huge thank you to all our supporters. https://t.co/O1cbMTYAq3 #TransactWrap #SupportingParaplanners

@Transact’s latest integration with @moneyinfotech improves the client experience and provides even more efficiencies for advisers. Client communications and document delivery made easy. https://t.co/bk7zJtbJu0 #Integration #LeadingPlatform #TransactWrap

CURO’s connection to @Transact's Remuneration API automates the income reconciliation process and supports our delivery of an eco-system of efficiency for adviser firms. This secure automatic connection removes manual data entry and file uploads. #APIs #TransactWrap