In this episode of the Transact Podcast, host Lee Comer is joined by David Styles, Head of System and Service Development, and Stuart Fleet, Head of Distribution, for an exclusive deep dive into Transact’s 2026 development roadmap.

They unpack key developments including:

• Seamless direct debit mandates for investors and advisers
• Faster deposit matching and automated handling of banking limits
• Digitalisation of onshore/offshore bond wrapper opening and trust onboarding
• New bond withdrawal assessment tool
• Our future-fit approach to APIs and integrations

Tune in to learn more.

Listen now and follow on Spotify or Apple Podcasts.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.