Transact API
Transact is an award-winning UK based investment platform offering financial advisers and their clients smart technology, unrivalled support and exceptional service for a modern, efficient way to manage client investment portfolios.
The Transact API is a unified interface for third-party applications to integrate with Transact, on behalf of and for the benefit of our mutual customers. Its goals are to:
- reduce friction
- eliminate rekeying
- speed up execution of instructions
- support sharing of data
- support seamless interactions.
This website documents the technical details of the Transact API and is for use by developers, IT professionals, or financial advisers who want to understand more about connecting to the Transact API. If you are a client or financial adviser seeking more general information on Transact, please visit our company site.
Are you new to Transact integrations?
Follow the Getting Started guide for a step-by-step introduction to integrating with Transact's award-winning platform.
Are you looking to migrate a legacy TRDS integration?
The Migrate from TRDS guide will walk you through the changes required to connect to Transact's modern offering.
Do you need help?
Transact takes pride in quality of service. Our dedicated team of professionals are on hand to help. Please Contact Us.