Adviser investment platform Transact has launched an integration with fintech provider moneyinfo in a bid to streamline adviser-client communication.
As part of Transact’s efforts to continuously improve adviser processes, this integration with moneyinfo simplifies the administrative task of document delivery.
Through the integrated moneyinfo portal and app, advisers can now automatically deliver key client communication, including valuation reports and statements.
Tom Dunbar, chief development officer at Transact, said: “At Transact, our overall strategy is to make financial planning easier, and a key priority in doing this is to improve the technology ecosystem available to our adviser firms.
“By integrating with client portals like moneyinfo we help advisers operate more efficiently and improve the client experience.”
Tessa Lee, MD of moneyinfo, added: “At moneyinfo, we’re passionate about pushing the boundaries of technology to benefit the wealth management industry.
“Our collaboration with Transact is a direct response to what advisers have been asking for – greater efficiency and peace of mind.
“Through simplifying document delivery, this integration allows advisers to focus on their core business, knowing the technology is working behind the scenes to support them.”
