Transact has launched a new integration with Intelliflo aimed at cutting adviser admin time, reducing manual data entry and maintaining data accuracy across both systems. The integration, available ...
Strong inflows into the Transact platform resulted in a record quarter of funds under direction, closing with £65.9bn. Parent company IntegraFin’s first quarter results, published today (January 14), ...
Transact chief executive Jonathan Gunby has announced he will retire from the business in March 2025. Current chief development officer Tom Dunbar will take over as CEO of Integrated Financial ...
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