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Articles by Toby Larkman

Toby Larkman

Toby Larkman is chief commercial officer at Embark Platform, which provides access to a broad selection of funds, exchange-traded instruments and discretionary portfolios via a range of tax wrappers.

Advice firms face some hard choices on future ecosystem

By Toby Larkman

Embark Adviser newsletter

The adviser firm ecosystem of today typically contains several building blocks. Branching out from that we see a back office/CRM system, various financial planning tools (such as cashflow and risk profiling tools), a client portal (possibly), cash management, and several platforms.

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How investment platform automation is helping financial advisers in lockdown

By Toby Larkman

General news

Platforms that have invested in automation are helping advisers continue to serve clients with minimal disruption during the coronavirus pandemic

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How investment platform automation is helping financial advisers in lockdown

By Toby Larkman

COVID-19, General news

Platforms that have invested in automation are helping advisers continue to serve clients with minimal disruption during the Coronavirus pandemic.

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