Transact announces major technology programme to accelerate integrations with key adviser software systems

Transact has announced a major upgrade programme to its API, improving how the platform connects with the financial planning software used by advisers including CRMs (Customer Relationship Management) systems.

The new framework is designed to deliver richer, up to date and reliable data directly into advisers’ systems, strengthen integrations, and introduce a simpler setup process for advisers. This development supports firms with CRM‑led workflows and increasingly digital advice journeys with online authorisation.

Advisers can already open accounts directly from their preferred CRM or planning software, track transactions, valuations and reconcile remuneration. Transact’s existing API services will continue to run reliably, and the company plans to build on them further. Transact is adding wrapper status (open and closed) and over time will add categorisation of transactions to provide context, such as whether an entry relates to a transfer or contribution. Planned improvements will include:

• improved access to documents that support client reviews,
• costs and charges data,

• the execution of instructions, and
• the ability to manage models and rebalance portfolios using DIM’s own software.

This development is an important part of Transact’s long‑term plan to support digitalisation across the advice sector. The aim is to offer UK advisers a more connected and intuitive experience, helping them work more efficiently and confidently while maintaining control.

For technology-focused advice firms, the modernised API is intended to help reduce rekeying, cut manual work and improve data consistency across systems. Advisers should benefit from smoother integrations, fewer errors and a more joined‑up technology environment.

The programme will provide advisers with additional services within their CRM. The setup process is designed to be secure and efficient using industry – standard technology.

Tom Dunbar, Transact CEO, said:

“We have made a significant strategic investment in this programme, with a dedicated team focused on improving our API capabilities. The aim is to help advisers and firms access data more easily within the systems they already use, while reducing manual processes and improving consistency across workflows. We see this as an important part of our longer-term vision to support digitalisation across the advice sector.”

For advisers interested in hearing more, tune in to The Transact Podcast (Episode 26 – The Transact API – Making your business run better through integrations) available on Apple and Spotify for more information.