Transact and Moneyinfo: straight through account opening for faster onboarding
We are pleased to announce a major enhancement to our integration with Transact that brings automated account opening to firms using Moneyinfo.
This development creates a single, connected digital journey from illustration through to application, reducing the need for manual data entry and accelerating the onboarding experience for advisers and clients.
By prepopulating Transact applications using data already held in Moneyinfo for adult portfolios, firms can now benefit from:
Reduced manual rekeying as data flows automatically between systems
Lower risk of error by removing the manual processes that often cause inconsistencies
Improved data integrity through accuracy, completeness and consistency
Faster onboarding through streamlined, efficient processing
Advisers can illustrate, initiate guided applications, share documents securely and capture client consent directly within their branded Moneyinfo portal. Once a client completes the digital consent process, advisers move straight into the Transact system with the latest data pre loaded and ready to go, ensuring uninterrupted progression through the guided application.
The result is a faster, more accurate and more efficient account opening experience that supports firms and delivers a clearer, smoother journey for clients.
Tessa Lee, Managing Director at Moneyinfo, commented:
“We believe straight through onboarding should be the rule, not the exception. This launch is a significant step forward for firms that want to bring clarity and pace to their client experience. Joining up adviser workflow, client interaction and platform processes is helping firms remove friction, improve accuracy and release time back to advisers so they can focus on advice. This integration shows what’s possible when technology providers commit to building around the needs of advisers and their clients.”
Tom Dunbar, CEO at Transact, added:
“We want to make financial planning easier for advisers and deeper integrations is a part of this strategy. This enhancement with Moneyinfo saves time, removes re keying and reduces risk for advisers. When clean data flows securely, when consent is captured digitally and when the adviser can move seamlessly into our guided application, the entire process becomes more efficient. We will continue to help firms deliver efficiencies in their businesses and make financial planning easier.”
Veronica Piserchia of Thomson Tyndall, a mutual client partner, shared her experience:
“Moneyinfo and Transact have created an onboarding journey that will lift a significant administrative weight from our teams. Being able to start and complete the account opening process in one place will give our advisers more time with clients, while delivering a clearer and smoother experience for investors. For a firm of our size, gains in speed and accuracy flow straight through to our operations, helping us work more efficiently and with greater confidence as we continue to enhance our digital servicing.”
We will be hosting a launch webinar in early 2026 to walk through the full journey and show how this enhanced integration strengthens efficiency, compliance and engagement through connected digital processes.
This article builds on coverage shared in IFA Magazine. You can read the original features using the link below.
