Firstly we’d like to thank you for all the work you do within your firm’s business. We understand and appreciate the important role you have to play, such that we have been a keen supporter of the Paraplanners Assembly and all it stands for from the start.
Transact and Paraplanners Assembly
How we can help
We aim to make your life easier and provide tools and solutions that support you in your day to day role. Recent additions such as Live Chat and Co-browse provide you with real-time access to help and support. That’s in addition to the support provided by our dedicated Regional Client Services and Technical Services Teams.
If you already use Transact we are always keen to know what works for you, and what would help even more.
If you don’t use Transact, then we would like the opportunity to demonstrate to you how it works.
Please contact Transact Sales Support to tell us what you think, ask any questions or would like to join us at an event.
Full details of our 2020 Connect events are included here.