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The Embark platform offers access to a Personal Pension, Junior Pension, Stocks and Shares ISA, Junior Stocks and Shares ISA, General Investment Account (GIA) and a Third-Party Investment Account (TPIA).
Based on market leading FNZ technology the platform has high levels of automation with no wet signatures required.*
Around 5,000 mutual funds are available from more than 100 fund managers as well as a wide range of listed stocks, shares, ETFs and Investment Trusts via a fully integrated dealing solution.
*Unless required by a third party.
As a large advice firm you will find the Embark platform offers a wide choice of investments and tax wrappers, managed on proven technology with transparent and competitive pricing. Our platform could help you to deliver the services your clients are looking for.
A wide range of accounts with access to a broad selection of funds, exchange-traded instruments and discretionary portfolios.
Products and services
The literature library is designed to help you self-serve, with links to important documents, forms and sales materials for the platform.
Literature library
Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.
Download guideWhether you’re looking for an out-of-the-box white labelled platform solution or seamless integration with an existing front-end, the Embark platform can be tailored to provide you with a bespoke solution.
Partnering with FNZ we have leading-edge technology allowing us to provide great user experiences and seamless integration
Provide fully branded UI/UX, literature and platform artefacts
Full range of wrappers and investment solutions, including prefunding
Value-based pricing to your underlying consumers with medium to long-term protection for your margins
Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website or download our Group Due Diligence guide.
£40bn↑
Assets under admin
100%
Independent
415,000
Individual clients
8
Locations nationwide
*All figures as at 10 May 2021.