Enhance your client service and streamline your own business process
If you can achieve both at the same time then everyone wins.
Transact’s Investor Authorisation (IA) functionality allows you to tee-up a trade and seek client permission to execute that trade in one easy step. Available for all advisers and their clients any time, via mobile device or desktop, this new Investor Authorisation function is proving to be a valuable time-saver and Transact is the first Platform to offer this service.
Investor Authorisation offers end-to-end online approvals
Key Benefits
- Saves your time and your clients time
- Keeps clients informed and makes it easy for them to approve trades
- Makes bulk tasks easier and more efficient to manage
- Supports your compliance responsibilities
User View
Karen McCarthy, Administrator at Distinct Financial Management - Karen joined the initial pilot group who helped with the introduction of Investor Authorisation.
“Investor Authorisation has transformed our client trade approval process. We were emailing clients a screen shot of the recommendation then re-keying the instruction, effectively doing the process twice, whereas now we just use Investor Authorisation once. Investor Authorisation has removed a whole layer of work for us and saved us lots of time.
We found that Investor Authorisation took off really quickly, with 40% of clients using it at the outset gradually over time that number has reached 80%. The added benefit of using Investor Authorisation is that clients are now more engaged, looking at their Transact Portfolio and examining what we are doing. They have a better idea about how we are performing and a greater appreciation of the service we provide.”
Find out more?
Watch our video and access more detailed information here>>
Like to see more about how Transact Online works?
Watch a Transact training video here>>
Talk to Transact?
If you’d like to speak with a Transact Business Development Manager please email [email protected] or call 020 7608 5350.
