Transact integrates WBS’s dealing solution

by | Jan 19, 2023

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Transact, an award-winning investment platform, has partnered with leading innovator in platform solutions, Winterflood Business Services (WBS), to deliver a market-leading service to its financial advisers and their clients.  

Transact offers smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios. By integrating WBS’s automated electronic dealing solution, Transact clients will access more counterparties & liquidity in global equities, exchange traded products and investment trusts. The partnership ensures Transact clients will access more counterparties & liquidity in the majority of listed stocks across Europe and broad coverage of US, Canadian and Asian liquid stocks. 

WBS’s cutting-edge integrated technology and flexible proposition will also enable Transact clients to meet the requirements of a rapidly changing investment landscape and relieve the regulatory burden.



WBS’s flexible connectivity ensures convenience for its partners and their chosen custodians, while its dedicated in-house dealing team provides a complete execution service, including managing care orders and monitoring for best execution. It connects to markets electronically to allow for automated trading.  

Commenting on the partnership, head of Winterflood Business Services Alex Kerry said: “We are delighted to partner with Transact to deliver a leading order execution solution. Platforms are increasingly seeking to automate their propositions, widen asset reach and deliver more efficient propositions to clients.

“Against an increasingly complex backdrop, the most effective strategy is to collaborate with best-in-class providers who provide cutting-edge innovation and fully scalable proprietary trading infrastructure. This has the synergistic effect of allowing innovative firms such as Transact to focus on their core capabilities, while creating efficiencies across the value chain.”


Jonathan Gunby CEO of Transact said: “We are excited to partner with WBS. Adviser demand for exchange traded assets continues to grow so we are delighted to be enhancing this part of our trading proposition. The partnership will help us achieve great execution prices for our customers. It also delivers a scalable operating model to support future growth.”

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