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Market leading technology

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.

View our adviser platform user guide

Our platform

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.

Over 6,000 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.

Solutions for large advice firms

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.

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Full product suite

A wide range of accounts with access to a broad selection of funds, exchange-traded instruments and discretionary portfolios.

Products and services
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Ability to self-serve

The literature library is designed to help you self-serve, with links to important documents, forms and sales materials for the platform.

Literature library
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Due diligence support

Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.

Download guide

Solutions for Institutions / Corporates

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.

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Leading edge technology

Partnering with FNZ we have leading-edge technology allowing us to provide great user experiences and seamless integration

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Brand / white labelling

Provide fully branded UI/UX, literature and platform artefacts

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Rich features

Full range of wrappers and investment solutions, including prefunding

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Commercial

Value-based pricing to your underlying consumers with medium to long-term protection for your margins

About Embark Group

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.

£34.6bn↑

Assets under admin

100%

Independent

402,000

Individual clients

9

Locations nationwide

* Figures are pro-forma and include the recent Alliance Trust Savings acquisition. All figures as at 1 July 2020.

“Embark’s vision of a true paperless platform at an extremely competitive cost base in conjunction with BlackRock will be a challenge to the existing platform market.”

JOHN SIMPSON, SMITH & PINCHING