In this episode of the Transact Podcast, integrations manager Tom Phillips is joined by our CEO, Robin Bevan, and Nick Eatock, co-founder of intelliflo. Together, they outline two new applications designed to support financial advisers:
- Transact Income Statement App
- Contributions & Withdrawals Compare App
The conversation sets out how these integrations remove manual effort, help reduce operational risk, and support consistent data between Transact and intelliflo systems. They also discuss why reliable data is essential for accurate reporting, meeting regulatory expectations, and supporting firms as they adopt more advanced technology.
Available on Spotify or Apple Podcasts.
