Find out more about our cookies. Close

FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

Click here for more details. Close

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.