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.
| 2024 | Awarded for |
| Professional Adviser | Best Platform for Advisers |
| Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
| Schroders Platform Awards | Best Platform Provider (AUM over £40bn) |
| Schroders Platform Awards | Leading Platform for Discretionary Management |
| 2023 | Awarded for |
| Schroders Platform Awards | Platform of the Year
Leading Platform for Discretionary Management |
| Professional Paraplanner | Best Platform
|
| Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
| Adviser Asset | Platinum Platform Rating |
| 2022 | Awarded for |
| Adviser Asset | Platinum Platform Rating |
| Professional Adviser | Best Platform for Advisers (AUM above £25bn) |
| Professional Adviser | (Time4Advice) Best Technology Provider |
| Professional Paraplanner | Best Overall Service to Paraplanners - New Business |
| Professional Paraplanner | Best Platform |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| 2021 | Awarded for |
| Schroders | Best Platform Provider £40bn+ |
| Moneyfacts | Best Wrap/Platform |
| Professional Paraplanner | Best Platform |
| Professional Paraplanner | Best Overall Service to Paraplanners – Existing Business |
| Adviser Asset | Platinum Platform Rating |
| 2020 | Awarded for |
| Adviser Asset | Platinum Platform Rating |
| FinalytiQ | 'Excellent' Financial Performance Rating |
| Financial Adviser Service Awards | 5 Star Platform |
| 2019 | Awarded for |
| Professional Adviser | Best Platform for Advisers (AUA over £20bn) |
| Professional Paraplanner | Best Platform |
| FinalytiQ | 'Excellent' financial performance rating |
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Adviser Asset | Platinum Platform Rating |
| The Lang Cat | Best for Accumulation (Complex Needs) |
| 2018 | Awarded for |
| Platforum | Best Adviser Platform over £10bn |
| Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
| Professional Paraplanner | Best Platform |
| Professional Paraplanner | Best Overall Service - Existing Business |
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Adviser Asset | Platinum Platform Rating |
| FinalytiQ | 'Excellent' financial performance rating |
| 2017 | Awarded for |
| Financial Adviser Service Awards | 5 Star Investment Provider |
| Money Observer Retirement Income Awards | Best Flexi Access Drawdown |
| CoreData | Best Large Platform (>£12bn FUD) |
| Investment Trends | Best Overall Platform |
| Platforum | Best Large Platform (>£10bn FUD) |
| FinalytiQ | 'Excellent' financial performance rating |
| MoneyFacts | Best Wrap/Platform |
| Professional Adviser | Best Platform for Advisers (AUA above £15bn) |
| Professional Paraplanner | Best Overall Service for New Business |
| Money Marketing | Best Platform Award |
| FT Adviser Online Innovation and Service Awards | Investment Innovation Award |
| FT Adviser Online Innovation and Service Awards | 5 Star Investment Award |
| 2016 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Platforum | Best Adviser Platform Over £10bn |
| Platforum | Best Adviser Platform for Service |
| Platforum | Best Platform Partner Voted by DFMs |
| FinalytiQ | 'Excellent' platform profitability rating |
| the lang cat | Platform of the Year |
| the lang cat | Best for Centralised Investment Propositions |
| Moneyfacts | Best Wrap/Platform |
| UK Platform Awards | Platform of the Decade |
| FT Adviser Online Innovation and Service Awards | 5 Star Investment Provider |
| Money Marketing | Best Platform Award |
| Adviser Asset | Platinum Platform Rating |
| Financial Adviser Service Awards | 5 Star Investment Provider |
| 2015 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Platforum | Best Adviser Platform over £10bn |
| FinalytiQ | 'Excellent' Profitability Award |
| Professional Adviser | Best Adviser Platform |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| Moneyfacts | Best Online Service Award |
| Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
| 2014 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Platforum | Best Adviser Platform |
| Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
| Money Marketing | Best Wrap or Platform |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| 2013 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Financial Adviser Service Awards | 5 Star Investment Provider & Packager |
| FT Adviser Online Service Awards | Consistent Service Excellence |
| FT Adviser Online Service Awards | 5 Star Investment Provider |
| UK Platform Awards | Best platform for adviser service |
| UK Platform Awards | Best large platform provider (over £10 billion of assets) |
| 2012 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| FTAdviser.com | 5 Star Winner - Online Investment Providers |
| Investment Life & Pensions Moneyfacts | Best Online Service |
| Citywire Advisers' Choice Platform Awards | Tools and Functionality |
| Citywire Advisers' Choice Platform Awards | Charging and Service |
| Citywire Advisers' Choice Platform Awards | Investment |
| Financial Adviser | 5 Star Winner - Investment Provider and Packager |
| 2011 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Citywire Service Index | Winner of the Wrap/Platform Award |
| FTAdviser.com | 5 Star Winner - Investment Provider/Packager |
| Investment Adviser | Most Diverse Product Range |
| Investment Adviser | Most Transparent Platform |
| UK Platform Awards | Best Platform for Adviser Service |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| Financial Adviser | Investment Provider and Packager |
| Financial Adviser | E-commerce Product of the Year |
| 2010 | Awarded for |
| CoreData | Best Large and Best Overall Platform |
| Investment Trends | Best Overall Platform |
| Citywire Service Index | Winner of the Wrap/Platform Award |
| FTAdviser.com | 5 Star Winner - Investment Provider/Packager |
| TAS | Wrap/Platform Winner |
| UK Platform Awards | Best Platform for Adviser Service |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| Financial Adviser | E-commerce Product of the Year |
| Financial Adviser | 5 Star Winner - Investment Provider/Packager |
| 2009 | Awarded for |
| Professional Adviser | Best Wrap Provider |
| TAS | Wrap/Platform Winner |
| Financial Adviser | 5 Star Winner - Investment Provider/Packager |
| FTAdviser.com | 5 Star Winner - Investment Provider/Packager |
| Financial Adviser | E-commerce Product of the Year |
| UK Platform Awards | Best Open Architecture Wrap |
| 2008 | Awarded for |
| Professional Adviser | Best Wrap Provider |
| RDIR | Global Custodian Award |
| UK Platform Awards | Best Open Architecture Wrap Platform |
| FTAdviser.com | 5 Star Winner - Investment Provider/Packager |
| Citywire Service Index | Only Triple A Rated Wrap for Service and TCF |
| 2007 | Awarded for |
| Professional Adviser | Best Wrap Provider |
| Financial Adviser | E-commerce - Product of the Year |
| Financial Adviser | 5 Star Winner - Independent Provider/Packager |
| UK Platform Awards | Leading Independent Platform Offering |
| 2006 | Awarded for |
| Professional Adviser | Best Wrap Provider |
| Pensions Management - TAS | Wrap Winner |
| 2005 | Awarded for |
| Professional Adviser | Best Wrap Provider |