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.

2018Awarded for
PlatforumBest Adviser Platform over £10bn
Professional AdviserBest Platform for Advisers (AUA above £15bn)

2017Awarded for
Financial Adviser Service Awards5 Star Investment Provider
Money Observer Retirement Income AwardsBest Flexi Access Drawdown
CoreDataBest Large Platform (>£12bn FUD)
Investment TrendsBest Overall Platform
PlatforumBest Large Platform (>£10bn FUD)
FinalytiQ'Excellent' financial performance rating
MoneyFactsBest Wrap/Platform
Professional AdviserBest Platform for Advisers (AUA above £15bn)
Professional ParaplannerBest Overall Service for New Business
Money MarketingBest Platform Award
FT Adviser Online Innovation and Service AwardsInvestment Innovation Award
FT Adviser Online Innovation and Service Awards5 Star Investment Award

2016Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
PlatforumBest Adviser Platform Over £10bn
PlatforumBest Adviser Platform for Service
PlatforumBest Platform Partner Voted by DFMs
FinalytiQ'Excellent' platform profitability rating
the lang catPlatform of the Year
the lang catBest for Centralised Investment Propositions
MoneyfactsBest Wrap/Platform
UK Platform AwardsPlatform of the Decade
FT Adviser Online Innovation and Service Awards5 Star Investment Provider
Money MarketingBest Platform Award
Adviser AssetPlatinum Platform Rating
Financial Adviser Service Awards5 Star Investment Provider

2015Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
PlatforumBest Adviser Platform over £10bn
FinalytiQ'Excellent' Profitability Award
Professional AdviserBest Adviser Platform
FT Adviser Online Service Awards5 Star Investment Provider
MoneyfactsBest Online Service Award
Financial Adviser Service Awards5 Star Investment Provider & Packager

2014Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
PlatforumBest Adviser Platform
Financial Adviser Service Awards5 Star Investment Provider & Packager
Money MarketingBest Wrap or Platform
FT Adviser Online Service Awards5 Star Investment Provider
Investment Life & Pensions Moneyfacts Best Online Service

2013Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
Financial Adviser Service Awards5 Star Investment Provider & Packager
FT Adviser Online Service AwardsConsistent Service Excellence
FT Adviser Online Service Awards5 Star Investment Provider
UK Platform AwardsBest platform for adviser service
UK Platform AwardsBest large platform provider (over £10 billion of assets)

2012Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
FTAdviser.com5 Star Winner - Online Investment Providers
Investment Life & Pensions MoneyfactsBest Online Service
Citywire Advisers' Choice Platform AwardsTools and Functionality
Citywire Advisers' Choice Platform AwardsCharging and Service
Citywire Advisers' Choice Platform AwardsInvestment
Financial Adviser5 Star Winner - Investment Provider and Packager

2011Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
Citywire Service IndexWinner of the Wrap/Platform Award
FTAdviser.com5 Star Winner - Investment Provider/Packager
Investment AdviserMost Diverse Product Range
Investment AdviserMost Transparent Platform
UK Platform AwardsBest Platform for Adviser Service
UK Platform AwardsBest Open Architecture Wrap Platform
Financial AdviserInvestment Provider and Packager
Financial AdviserE-commerce Product of the Year

2010Awarded for
CoreDataBest Large and Best Overall Platform
Investment TrendsBest Overall Platform
Citywire Service IndexWinner of the Wrap/Platform Award
FTAdviser.com5 Star Winner - Investment Provider/Packager
TASWrap/Platform Winner
UK Platform AwardsBest Platform for Adviser Service
UK Platform AwardsBest Open Architecture Wrap Platform
Financial AdviserE-commerce Product of the Year
Financial Adviser5 Star Winner - Investment Provider/Packager

2009Awarded for
Professional AdviserBest Wrap Provider
TASWrap/Platform Winner
Financial Adviser5 Star Winner - Investment Provider/Packager
FTAdviser.com5 Star Winner - Investment Provider/Packager
Financial AdviserE-commerce Product of the Year
UK Platform AwardsBest Open Architecture Wrap

2008Awarded for
Professional AdviserBest Wrap Provider
RDIRGlobal Custodian Award
UK Platform AwardsBest Open Architecture Wrap Platform
FTAdviser.com5 Star Winner - Investment Provider/Packager
Citywire Service IndexOnly Triple A Rated Wrap for Service and TCF

2007Awarded for
Professional AdviserBest Wrap Provider
Financial AdviserE-commerce - Product of the Year
Financial Adviser5 Star Winner - Independent Provider/Packager
UK Platform AwardsLeading Independent Platform Offering

2006Awarded for
Professional AdviserBest Wrap Provider
Pensions Management - TASWrap Winner

2005Awarded for
Professional AdviserBest Wrap Provider