Transact upgrades API to boost adviser software integrations

4 June 2026

Transact has upgraded its API capabilities, designed to improve how the platform connects with advisers’ financial planning software, including customer relationship management systems.   Transact said the new framework will deliver a “simpler set up process” for advisers, delivering up-to-date and reliable data directly into advisers’ systems and helping to strengthen integrations.   The firm said the development...