Dealing and reporting platform

A dealing and administration service for unit trusts, shares and gilts was set up exclusively for ad...

A dealing and administration service for unit trusts, shares and gilts was set up exclusively for advisers by Integrated Financial Arrangements. The system, Transact, was to link to all unit trusts and Oeics as well as stocks on the London Stock Exchange, including investment trusts and gilts. The system was developed in order to build up a comprehensive dealing and reporting platform through which advisers can consolidate all client holdings and switch between all asset classes on Transact.