Transact On-line

The difference between running a portfolio... and just running around

A relatively new concept to the UK finance market, it's an investment service that delivers all the performance of a diversified portfolio but with the ease and simplicity of a single point of control.

"OK, so what is Transact?

Part software, part process, part management tool. It's an idea that has transformed th US investment industry since the 1970s, and dominated the Australian market since the 80s and that is now taking hold in South Africa, New Zealand and the UK.

It's a portfolio builder, a switching mechanism, a tracking device and a command centre brought together into a coherent and cohesive whole.

That's what it is. That's what it does. In short a better way to do business."

Source: Integrated Financial Arrangements plc

If you would like to include this service within your web site, talk to us. We will arrange for your firm's logo to be incorporated within the Transact system, set-up the links to the service and provide an intro page which describes the service. There is also a form for your clients to order an application set, which will be necessary for you to open an account for them.

The cost for setting this system up is from £75 plus VAT. There is no ongoing cost.

Click here for on-line demonstration

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