IntegraFin A premium investment platform for UK financial advisers and their clients. Transact Making the management of client portfolios more efficient, simple and secure.

Welcome to IntegraFin

We provide a leading UK investment platform, called Transact, to UK financial advisers and their clients through proprietary technology, premium service, a wide range of tax wrappers and an extensive choice of assets.

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What makes Transact different?

  • First investment wrap platform to be launched in the UK
  • Platform specialists solely focused on the UK intermediary market and their clients
  • Run on proprietary technology with full control over the platform offering
  • Premium service from a high-touch service team
  • Strong financial track record
  • Consistently rated top platform in adviser surveys. View awards >

Funds Under Direction

£39.7bn

as at 30 June 2020

New Company of the Year 2018

 

Annual Report

Year ending 30 September 2019

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