Transact

Overview

Transact, established in 2000 and based in the United Kingdom, operates within the finance sector, specifically focusing on investment banking. The company employs between 51 and 200 individuals and reported a revenue of approximately $17.3 million. Transact's document corpus includes analytical reports, user guides, and case studies that reflect its operational focus and expertise. Notably, the "Transact Inheritance Tax Index 2025" provides statistical insights relevant to inheritance tax, while the "Cash Interest September 2024" document discusses current cash interest rates and their impact on financial advisers' client acquisition strategies. This document highlights that a significant portion of advisers believe that competitive cash interest rates, such as the 4.74% offered by Transact, can enhance their ability to attract new clients. Additionally, the "Dealing and Settlement Guide" offers detailed guidance on trading processes within the Transact platform, outlining the stages of dealing and settlement for various asset types, including managed funds and exchange-traded instruments. Overall, Transact's publications indicate a commitment to providing valuable resources for financial advisers and clients in the investment banking space.

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