Celebrating its 25th anniversary, Transact is relocating to a Gold Ska-rated sustainable office at 2 Gresham Street, signalling a new era backed by technological innovations including an enhanced Account Opening API to streamline adviser services.
As Transact marks its 25th anniversary, the company is not only celebrating a milestone but also signalling a significant step forward with its move to a new London office. In September, Transact will relocate from its longstanding premises at Clements Lane to 2 Gresham Street, a move that reflects the firm’s commitment to sustainability, modern work practices, and enhanced collaboration. The new office aims to achieve a Gold Ska rating for environmental standards, underscoring Transact’s dedication to reducing its carbon footprint and fostering a greener workspace.
This office transition is part of a broader strategic investment in infrastructure and technology. The space, designed in partnership with sustainability-focused office design firm Oktra, is tailored to create a vibrant and collaborative environment for staff, enhancing employee well-being while supporting Transact’s operational needs. According to Alex Scott, CEO of Integrafin Holdings plc, the parent company of Transact, the new office demonstrates a strong ongoing commitment to the City of London and provides state-of-the-art infrastructure necessary to support the delivery of modern, reliable services for financial advisers.
Complementing this physical upgrade is Transact’s recent investment in technology, highlighted by the launch of its new Account Opening API earlier this year. This technology allows back-office software providers to integrate directly with Transact’s platform, automating tasks such as data entry for illustrations and portfolio applications. The integration streamlines adviser workflows by enabling system-to-system communication, reducing manual processes and improving efficiency. Tom Dunbar, CEO of Transact, said that the modern office, alongside the enhanced IT capabilities, will support the company’s plans to evolve the platform and uphold a high standard of service.
Transact’s continuous emphasis on innovation is further reflected in its series of forthcoming adviser events scheduled to take place at the new premises this autumn. These sessions will convene COOs of adviser firms, CRM and back-office software providers, alongside Transact’s teams to explore further integration opportunities and collaborative solutions to operational challenges. In addition to discussing the practical benefits of the Account Opening API, these events will also tackle emerging technologies such as artificial intelligence and their implications for the financial advice community.
The company’s journey over the past 25 years has been marked not only by longevity but also by notable growth and adaptability. Launched in 2000 as the UK’s first wrap service, Transact now manages over £65.9 billion in funds on behalf of around 241,000 clients. This success is credited to a combination of personalised service and a robust proprietary platform underpinned by tax wrappers and seamless digital tools. Staying ahead in an increasingly digital landscape, Transact remains focused on expanding its API offerings, with additional services like Valuation Data, Transaction Data, and Remuneration Data APIs, all designed to enhance wealth management operations.
The relocation to 2 Gresham Street places Transact within a significant office hub known for modern, sustainable workspace environments. The building itself is part of a wider redevelopment trend in the City of London aimed at reducing carbon emissions and improving employee facilities. Recent large-scale refurbishments at nearby Gresham Street locations have been acclaimed for their sustainability credentials, incorporating features such as outdoor workspaces, improved air quality, and dedicated cycling entrances. These enhancements align with Transact’s goals of creating a workplace that supports environmental responsibility and staff well-being.
Overall, Transact’s 25th anniversary and associated office move highlight a dual commitment to innovation and sustainability. By investing in both physical infrastructure and digital integration, the company aims to better serve financial advisers and their clients, fostering collaboration and operational efficiency as it moves into its next chapter.
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Source: Noah Wire Services
- https://theintermediary.co.uk/2025/07/transact-marks-25th-anniversary-with-office-move-and-new-adviser-event-series/ – Please view link – unable to able to access data
- https://www.transact-online.co.uk/25-years/ – Transact, launched in 2000 as the UK’s first wrap service, is celebrating its 25th anniversary. As of 31 March 2025, the platform manages over £65.9 billion in funds for approximately 241,000 clients. The company attributes its success to personal service and platform functionality, underpinned by proprietary software and tax wrappers. Transact is committed to evolving to meet advisers’ needs, focusing on digitalisation and deeper integrations with software providers to enhance financial planning efficiency.
- https://www.transact-online.co.uk/our-new-account-opening-api-april-2025/ – Transact has launched a new Account Opening API, enabling back-office software providers to send data directly to Transact. This integration streamlines the completion of illustrations and portfolio applications, eliminating manual data entry. The API features an automated link that connects users directly to specific illustrations or guided applications, enhancing workflow efficiency. Transact has shared technical details with key software providers and is collaborating with them throughout 2025 to encourage and assist in connecting to the new API.
- https://www.transact-online.co.uk/api-data-services/ – Transact offers a suite of APIs designed to integrate with various software providers, facilitating wealth management processes. These APIs include Account Opening, Valuation Data, Transaction Data, and Remuneration Data. The Account Opening API allows secure data transfer from software providers to Transact, automating the creation of illustrations and portfolio applications. Transact is collaborating with multiple software providers to ensure advisers can benefit from these integrations, aiming to reduce manual data entry and enhance operational efficiency.
- https://www.transact-online.co.uk/transact-api-integrations-benefit-transact-advisers-july-2024/ – In collaboration with Sprint, Transact developed an app for the Intelliflo store, resulting in 225 Transact adviser firms installing the app within weeks. Among these firms, 39 manage over £100 million in funds each, collectively overseeing £14 billion across more than 44,000 Transact portfolios. The app connects to the Transact Remuneration API, with plans to build an Account Opening API. Transact encourages software providers to connect to their APIs, offering technical specifications upon request to facilitate integration.
- https://www.cbreim.com/press-releases/cbreim-completes-landmark-letting-to-moodys-at-city-office-building-10-gresham-street – CBRE Investment Management has leased 110,862 sq ft, with an additional 32,403 sq ft as option space, at 10 Gresham Street to Moody’s. This move relocates Moody’s European Headquarters from Canary Wharf to the City of London. The building, designed by Foster + Partners and refurbished by Gensler, features a 2,576 sq ft private roof terrace for Moody’s and a communal 2,570 sq ft roof terrace with an eight-story glazed atrium. The refurbishment focuses on sustainable resource use and employee well-being.
- https://www.building.co.uk/news/city-of-london-approves-200m-gresham-street-office-makeover/5127319.article – The City of London has approved a £200 million makeover for a Gresham Street office building. The refurbishment aims for a 66% reduction in whole life carbon and 12% lower operational carbon than 2022 GLA criteria. Plans include adding balconies, upper-level amenity space, and outdoor workspace to every floor. The building’s existing entrances will be redesigned to create double-height volumes, and a dedicated entrance for cyclists will be added. The project team includes Squire & Partners, Turner & Townsend Alinea, Opera, Buro Happold, Atelier 10, and Murphy Facade Studio.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The narrative is recent, dated July 31, 2025, and reports on Transact’s upcoming office move to 2 Gresham Street in September 2025. The earliest known publication date of similar content is May 21, 2025, when FTAdviser reported on Transact’s 25th anniversary and asset recovery. The report includes updated data and quotes, indicating a higher freshness score. However, the narrative is based on a press release, which typically warrants a high freshness score. No discrepancies in figures, dates, or quotes were found. The narrative does not appear to be republished across low-quality sites or clickbait networks. No similar content was found more than 7 days earlier. The inclusion of updated data alongside older material suggests that the update may justify a higher freshness score but should still be flagged.
Quotes check
Score:
9
Notes:
The narrative includes direct quotes from Alex Scott, CEO of Integrafin Holdings plc, and Tom Dunbar, CEO of Transact. The earliest known usage of these quotes is in the narrative itself, indicating potentially original or exclusive content. No identical quotes appear in earlier material, and no variations in quote wording were found.
Source reliability
Score:
7
Notes:
The narrative originates from The Intermediary, a UK-based publication focusing on mortgage news. While it is a specialised outlet, it is not as widely recognised as major news organisations like the Financial Times or BBC. The report mentions Transact’s 25th anniversary and office move, which are verifiable events. However, the publication’s limited reach and focus on a niche audience may affect the overall reliability score.
Plausability check
Score:
8
Notes:
The narrative reports on Transact’s 25th anniversary and its upcoming office move to 2 Gresham Street in September 2025. This information aligns with Transact’s official website, which mentions the 25th anniversary and plans for the future. The narrative also includes details about the office design in partnership with Oktra, a known office design and build company. The inclusion of direct quotes from company executives adds credibility. The language and tone are consistent with corporate communications, and the structure focuses on relevant details without excessive or off-topic information. No inconsistencies or suspicious elements were found.
Overall assessment
Verdict (FAIL, OPEN, PASS): PASS
Confidence (LOW, MEDIUM, HIGH): HIGH
Summary:
The narrative is recent and includes original quotes from company executives, with no discrepancies or suspicious elements found. While the source is a specialised outlet, the information is consistent with verifiable events and official statements from Transact. The plausibility of the claims is supported by additional sources, and the language and tone are appropriate for corporate communications.
