Welcome to IntegraFin
Our strategy is focused:
- We make financial planning easier for clients and UK financial advisers
- We do this by harnessing technology, allied with high quality human service
- We prefer to insource, and so we own and develop our own software:
- the Transact retail investment platform
- the Time4Advice (T4A) adviser practice management solution (CURO)
Our model is simple:
Transact key stats
As at 30 September 2023:
£54.9bn
Funds under direction
230,000
Clients
7,600
Advisers