IntegraFin Holdings plc is a UK-based financial technology company that operates the Transact platform, a comprehensive wrap administration and outsourcing solution for independent financial advisers and discretionary fund managers. The platform enables users to access a broad range of investment products, including individual savings accounts (ISAs), self-invested personal pensions (SIPPs), and general investment accounts (GIAs), through a single, integrated digital environment.
Transact offers core services such as custody, trade execution, portfolio reporting, and consolidated client statements, along with interfaces for model portfolio management and risk profiling. The platform supports direct-to-adviser fund selection and facilitates third-party discretionary fund management, allowing advisers and managers to deliver tailored investment solutions to underlying retail investors.
Serving the UK market, IntegraFin partners with hundreds of financial advice firms and discretionary fund managers, who in turn cater to thousands of end-investors. The company’s technology-driven approach aims to streamline back-office processes and enhance client engagement through real-time data access and reporting tools, while maintaining robust regulatory and security standards.
Founded in 1999 and headquartered in London, IntegraFin was admitted to the London Stock Exchange in 2018. The business is overseen by a senior leadership team and board of directors with extensive experience in wealth management, financial services technology, and platform administration.
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