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For Professional Advisers only

Institutional solutions

Extensive experience in platform solutions for large institutions and adviser firms

The Embark platform can be tailored to create bespoke solutions for you. We offer an advanced UI that can be white labelled and bespoked for your target market. Alternatively, we can provide seamless integration with the platform through our APIs, an area in which we have deep experience. We offer comprehensive support from the outset, including relationship management, business analysts, the Embark development team plus regular management committee meetings.

Download our institutional solutions brochure

The benefits of an outsourced solution

  • Control – take control of the customer relationship
  • Value – create additional revenue streams by owning the value chain
  • Efficiency – improve efficiencies throughout your business, focusing on the tasks most important to you
  • Integration – seamless integration with other services you use
  • Customer experience – improve your customer’s experience with our easy to use interface and support
  • 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

  • Advanced white label capacity
  • 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
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