IntegraFin Holdings (LSE:IHP), operator of the Transact investment platform for UK financial advisers and their clients, reported quarter-end funds under direction of £85.5bn for the three months to 30 June, up 23% from £69.5bn a year earlier.
Net inflows reached £1bn in the third quarter, against £1.2bn in the prior-year period, equivalent to an annualised 5.2% of opening funds under direction.
Gross inflows rose 5% year-on-year to £2.6bn, while average daily funds under direction hit a record £82.8bn, up 24% on the same quarter last year.
IntegraFin reiterated cost guidance issued in December, expecting underlying administrative expense growth to slow to approximately 3% in both FY26 and FY27, with savings weighted more heavily toward the second half of FY26 as efficiency initiatives phase through.
"We delivered strong net inflows of £1bn in the third quarter of the financial year, despite both an uncertain macroeconomic backdrop and the pre-tax year-end period being concentrated in the previous quarter," said Alex Scott, IntegraFin's group chief executive.
The company added more than 2,000 net new clients in the quarter and said the combination of recurring revenue growth, scale and cost management "put the Group in a strong position to accelerate profit growth and enhance profit margin in the coming years".
