IntegraFin

CURO is a leading Microsoft-based CRM software for financial advice firms that offers extensive functionality, integrations with third-party financial planning tools and superior access to data.

The IntegraFin Group has two main businesses: our principal business, the Transact adviser investment platform, and Curo, a financial advice firm CRM software.

For over 25 years, the Transact platform has been providing clients and UK financial advisers with an efficient investment solution, supported by leading, personal customer service.

Regulatory news feed for IntegraFin Holdings plc (IHP) containing financial results, regulatory announcements and other information.

This page offers IntegraFin’s latest reports, trading updates, and results presentations.

The page showcases working at IntegraFin Holdings plc, its subsidiaries (Transact, T4A, IAD), and their culture, benefits, and vacancies.

IntegraFin’s Board of Directors are responsible for the strategic leadership of the Group, bringing together the skills, experience and vision needed to achieve the Group’s purpose.

The IntegraFin Group is a FTSE250-listed provider of financial advice software to clients and UK financial advice firms.

The Board oversees IntegraFin Group’s strategy, progress, and governance procedures.

IntegraFin holds a strong position in the adviser platform market through its effective strategy, cash-generative business model and regular, evolving dividends.

IntegraFin’s strategy is built on leading functionality, personal service and value for money.

This page provides contact information for IntegraFin Holdings plc.

This page lists contact details for IntegraFin Holdings plc’s Investor Relations team.

IntegraFin Holdings plc operates Transact, the UK’s investment platform for clients and financial advisers.

Legal and regulatory information for the IntegraFin Group.

Transact secures **£4.2 billion in net inflows** over the past year, lifting total funds under management on its adviser platform to **£86.5 billion**. The growth follows a **17% increase** despite economic and policy-related uncertainty ahead of the Budget. The platform continues to drive significant capital accumulation for investment funds.

Oct 2026Money MarketingNews article

Transact reports £1.3 billion in net inflows during the second quarter. Advisers and clients maintain investment activity despite market volatility. The firm’s performance reflects sustained demand for its financial services amid uncertain conditions.

Apr 2026Money MarketingNews article

The Lang Cat’s Analyser platform identifies the top 10 adviser platforms in 2025. Selection criteria include user adoption and operational efficiency among financial advisers. The ranking highlights platforms gaining traction for streamlining client management and compliance workflows.

Dec 2025Money MarketingNews article

IntegraFin Holdings plc reports higher profit before tax in full-year 2025 compared to 2024. The company, specializing in software and client services, announces an increased dividend for shareholders. Financial performance improves across its core business segments.

Dec 2025RTTNewsNews article