🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

The most recent #Budget has changed the game for advisers and clients, creating new challenges and opportunities. Transact Wrap provides the diversity, support and expertise needed for complex financial planning. Speak to us today: bit.ly/4bmQ1gH #BudgetReady

At Transact Wrap, we measure our financial strength through four key metrics: profitability, capital resources, liquidity and debt, to ensure we give your clients a stable, reliable platform. Share our guide👉bit.ly/422ay81 #TransactWrap #FinancialStrength

With tax year end fast approaching, our latest guide for advisers includes the key deadlines you need to know, plus useful information to help your clients maximise their tax allowances with Transact Wrap . View the guide: bit.ly/4iqMRfm #TransactWrap #TaxYearEnd

From today, 1 April 2025, Transact Wrap has introduced a single pension wrapper fee for clients in linked family groups. Find out more bit.ly/4gIkzwd

Don’t miss the opportunity to join us at our Transact Wrap Birmingham Connect at Hogarths Solihull on 7 May with welcome refreshments from 9am and lunch from 12.30pm. Register here bit.ly/4cekMFL

Join Brian Radbone, Technical Counsel Transact Wrap and Prestwood Truth at the upcoming Bond webinar on 10 April. We will discuss how bonds fit into the current planning landscape and help you maximize client planning opportunities. Register today bit.ly/3EbMgiM

We are delighted to be celebrating Transact Wrap's 25th anniversary. From humble beginnings Transact now manages around £66bn of assets for over 241,000 clients. Thank you to the advisers and clients who have supported us. Read more 👉 bit.ly/3EikfpZ Data as at 31/3/25

ONLY TWO WEEKS TO GO! Join the Transact Wrap team, guest speakers and advisers to hear the latest Platform News, Post Budget Planning and roundtable discussions on Integrations, Digitalisation, Cash and more! Register your place today! bit.ly/4cekMFL

Good morning from our Transact Wrap Connect event in Birmingham. We are ready to welcome financial advisers, paraplanners, administrators and special guest speakers for an exciting day of platform demos, industry insight and adviser perspective. #ConnectWithTransact #TransactWrap

Don’t miss your opportunity to join us at our Transact Wrap Leeds Connect at Oulton Hall on 4 June with welcome refreshments from 9am and lunch from 12.30pm. Register here bit.ly/3GOdxc9

Transact Wrap are pleased to confirm that Zerokey have now connected to our Account Opening API. The integration minimises data entry for advisers using ZeroKey, enabling them to write Transact illustrations and portfolio applications effortlessly. Find out bit.ly/3YM5pz0

Did you know that ZeroKey have now integrated with Transact Wrap’s Account Opening API? If you’re an adviser who uses ZeroKey, find out how you can pre-populate Transact illustrations and portfolio applications with just a few clicks. Find out more👉bit.ly/3SCGAlv

Transact Wrap are delighted to have been shortlisted for Best Platform at the Money Marketing Awards. Find out more: moneymarketingawards.co.uk/2025/en/page/s…

The Lifetime ISA (LISA) offers tax-free savings for first homes or retirement, with a government bonus added to contributions. In Money Marketing , Mark Fenlon, Head of Technical Services at Transact Wrap explains how the LISA could be improved. Read on👉bit.ly/44RMLJR

Last chance to register, only a few seats remaining! Secure your place at our upcoming Leeds Connect Event on 4 June at Oulton Hall. Register here bit.ly/3GOdxc9

We know we can always improve and are consistently working hard to give you a great platform. If our work over the last year has benefitted your business, we’d be delighted if you could take a 3 to 5 minutes to vote for us! 👉survey.walr.com/OjeXDR?RID=Tra Thanks for your support.

Transact’s aim is to make financial planning easier. To achieve this, we are connecting our technology with the software used by advisers, to create efficiencies. Discover how your advice business could benefit in our integrations guide👉 bit.ly/4kGyoNF

Transact Wrap has partnered with intelliflo to launch a powerful new integration that will save advisers time. To find out more about the integration, please speak to your Transact Adviser Support Manager or read Citywire New Model Adviser's article👉bit.ly/4kbxaIV

Are you an adviser that uses Plannr’s CRM? Great news - Plannr and Transact are now integrated to streamline account opening. #FinancialAdvisers #Plannr #TransactWrap For advisers only.

Family linking is now available on Transact Wrap Online, making it easier to link the family groups you advise and to potentially reduce the platform charges they pay. Learn more about family linking👉M249_Version6_May_2025-FINAL.pdf