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 June 2022.
I find Embark works really well for both myself and my clients as it offers a huge number of funds at a low cost. Embark requires little or no paperwork to be completed by the client which can create a significant time saving for client and adviser alike.
The Embark Platform suits our needs and the requirements of our clients’ varying needs very well. The multiple automated processes have proven to be very efficient, helping streamline our workflows, as well as improving the speed of getting things done for our clients. The wide range of accounts and funds available offers lots of flexibility.
I have found that the Embark Platform has streamlined my business and made us more efficient altogether. They have a very neat system that allows straight-through processing for our clients, for new and existing business. In addition, the lack of paperwork and industry leading technology saves us time and therefore money. When we carry out our due diligence on platforms, it is always great to see that Embark offers considerable financial strength compared to other newer platforms on the market. I find them to be innovative and they listen to what advisers want and need.”