IntegraFin Holdings plc is a UK-based financial technology company that operates the Transact platform, a wrap service designed for financial advisers, wealth managers and individual investors. The platform offers a consolidated online environment for the administration of investment and pension portfolios, supporting a wide range of retail products such as ISAs, SIPPs, SSASs and general investment accounts. Through its execution-only model, IntegraFin enables users to access a broad selection of investment funds, investment trusts, exchange-traded funds and direct equities.
The Transact platform is underpinned by a proprietary technology framework that handles trade execution, settlement, valuation and reporting. IntegraFin’s platform technology is accessible via secure web and mobile interfaces, with additional functionality provided through third-party integrations and open application programming interfaces (APIs). This technology focus allows financial professionals to manage client portfolios efficiently while providing end investors with real-time access to portfolio information and online dealing capabilities.
Founded in 1998, the company launched the Transact service in 2004 and has since developed its infrastructure to accommodate the growing needs of the UK advice market. In April 2018, IntegraFin was admitted to the main market of the London Stock Exchange, marking a significant milestone in its corporate development. Since its listing, the company has continued to invest in platform enhancements, compliance frameworks and client support services.
IntegraFin primarily serves the UK financial advice and wealth management community, positioning itself as a technology partner that delivers cost-effective, scalable solutions for advisers and their clients. The company’s headquarters are located in London, and its operations focus exclusively on the domestic market, where it competes with other platform providers by emphasizing technological innovation, operational reliability and a transparent pricing model.
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