As an independent financial adviser we choose from a number of different platforms for each individual client, depending on their needs. One of the platforms we use to manage investment portfolios is the Transact wrap platform.
Transact is able to offer a rare combination of financial strength, range of accounts, products and funds, online functionality and access for our clients. Because of that we use Transact to manage client portfolios for some of our clients, but not all. This entirely depends on the needs of the client.
If you would like to use Transact as your own platform, or already do, for example:
- If you already hold investments on Transact but would like a new adviser;
- If you wish to move your investments to Transact and need an adviser; or,
- If you wish to invest new money or open new accounts on Transact and need an adviser.
Transact Investment Portfolio Financial Adviser
Investor Profile is an independent financial adviser and wealth manager that uses the Transact wrap platform to manage client assets.
We have a number of Transact investment portfolios with a wide range of values that we look after for our wealth management clients. As a Transact investment portfolio financial adviser (IFA) we are well versed in the workings of Transact as a company and investment platform provider.
Transact Financial Adviser
If you currently own a Transact investment portfolio that you would like to move to an alternative financial adviser we would be happy to help. We can discuss your requirements and create a working relationship to suit you. Although we are a Transact financial adviser we do also use a number of other platform so if your investments are held in various places we can certainly.