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Institutional

The Embark platform can be tailored to create bespoke solutions for our clients

We offer an advanced UI that our clients can white label and potentially bespoke for their target market. Alternatively, we can provide seamless integration with the platform through our APIs, an area in which we have deep experience. Our clients benefit from comprehensive support including a Relationship Manager, a Business Analyst, access to our technical development team plus contact at C-level.

The benefits of an outsourced solution

  • Control – take control of the client relationship
  • Value – create additional revenue streams by owning the value chain
  • Efficiency – reduce unnecessary friction in your business and processes
  • Integration – seamless integration with other services you use
  • Customer experience – improve your customer’s experience
  • Tailored – a platform designed and built for you
  • Reduced risk – manage risk with automated controls more effectively
  • Reliability – use quality, proven technology for a fully reliable experience

A comprehensive suite of services to create bespoke solutions for our clients

  • Complete white label across all documentation and user interfaces
  • Platform outsourcing
  • Provision of a wide range of product wrappers
  • Your own high-quality, dedicated support team
  • API data linkage to “upstream” CRM/Adviser Office tools
  • Experienced book-migration support