x NEW SuitabilityPro™️: FinaMetrica Profiler is now available in Canada, USA, United Kingdom and Australia.
Availability in other countries coming soon!More Info

Transact


Transact is an independent wrap service for clients and their financial advisers. Transact provides a single integrated solution to meet investment and financial planning needs.

We offer a 20% discount off our standard subscription price for Transact advisers. Please select Transact under Alliance when subscribing.