A leading-edge-technology platform for corporates and financial advisers designed to help you to unlock new profitable client segments via easy to use and reliable technology.
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
Whether 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
Assets under admin
*All figures as at 1 February 2021.