Platform and provider integrations
To integrate Transact with Elen Software: Use the form attached at the bottom of this page, download it an fill out the following: Adviser Firm Detai...
Tue, 19 Jul, 2022 at 3:27 PM
Integrate with CashCalc to import your clients and their policies For easy integration with no errors, ensure sure all clients' National Insurance...
Tue, 19 Jul, 2022 at 3:39 PM
Integrating with P1 Platform couldn't be easier For easy integration with no errors, ensure sure all clients' National Insurance number and emai...
Tue, 19 Jul, 2022 at 3:12 PM
...coming summer 2022
Tue, 19 Jul, 2022 at 3:15 PM