Company summary
IntegraFin Holdings owns Transact, a UK investment platform used by financial advisers and their clients. It also develops proprietary adviser software through Time4Advice and its CURO customer-management system.
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IHP
IntegraFin Holdings
Financial Services
- Index
- FTSE 250
- ISIN
- Not specified
- Book status
- 2026 edition — current
Key activities
Investment-platform administration, tax wrappers, custody, adviser support, portfolio reporting, financial-planning technology and proprietary customer-relationship-management software.
Key markets
The UK financial-advice and wealth-management market, serving advisers and their clients through the Transact platform.
Key drivers
Funds under direction, net inflows, adviser and client numbers, platform retention, equity-market levels, recurring fee income, technology investment and successful integration of adviser software.
Key risks
Market falls reducing assets and fees, weak net inflows, fee competition, regulation of financial advice, technology outages, cyber risk and failure to maintain high adviser and client retention.
Recent Developments
20 May 2026: first-half funds under direction reached £77.8bn, net inflows rose 14% to £2.4bn and underlying pre-tax profit increased 16% to £43.9m. A July Q3 update continued the group's regular reporting on platform growth.
Dividend notes
Pays two interim dividends each financial year. The first FY2026 interim dividend was 3.8p, went ex-dividend on 28 May 2026 and was paid on 26 June.
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