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Displaying items by tag: Transact

Integrafin, parent company of adviser platform Transact, has reported advised client numbers climbed to a record 229,000 in the three months to the end of June.

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Wednesday, 14 June 2023 10:18

Transact criticises rivals over cash handling

Adviser platform Transact has criticised the approach some other platforms have taken towards cash handling and the use of cash interest.

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Friday, 26 May 2023 17:48

Profits fall at Transact parent firm

Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.

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Platform Transact has embargoed staff leave for several weeks to cope with the end of tax year rush.

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Thursday, 10 November 2022 16:56

Transact parent expects 2022 revenue to top estimate

Transact parent IntegraFin Holdings issued a trading statement today saying that the group was “performing well” with adjusted pre-tax profit for the year ended 30 September expected to be “moderately above” the top end of analysts’ estimates.

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Wednesday, 19 October 2022 13:01

Transact co-founder Ian Taylor dies at 58

Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.

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Wednesday, 21 September 2022 10:02

Transact adds Blackrock MPS

Adviser platform Transact has added a Blackrock-run model portfolio service (MPS) to extend its choice of discretionary investment managers.

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Tuesday, 13 September 2022 12:02

Transact launches training academy

Adviser platform Transact has launched a training academy for new staff as it aims to restore its service levels to previous standards.

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Integrafin Holdings, the parent company of adviser platform Transact, is to challenge HMRC’s decision to exclude one of its companies from the UK VAT group.

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Friday, 27 May 2022 08:31

Transact net inflows rise 16%

Net inflows for adviser platform Transact rose 16% to £2.68bn in the six months ending 31 March.

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