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Advance by Embark awarded Platinum rating by AdviserAsset for 4th year in a row

Advance by Embark (Advance) has been awarded a Platinum rating for 2022 by AdviserAsset for the fourth year running. The rating recognises the value of the Advance platform and its enduring commitment to meet the needs of adviser clients and their customers.

The AssetAdviser panel commented that Advance was: “A rare ‘all-rounder’, delivering solid performance across all of the Platinum rating factors. Excelling in service quality/user experience for transaction processing, client reporting and remote adviser support (telephony/web). Platinum for the 4th year in a row.”

The Platinum ranking is based exclusively on AdviserAsset’s empirical analysis of the performance of platforms used by the adviser industry. AdviserAsset’s tools quantify this across nine key performance indicators, including price competitiveness, service quality and user experience, adviser functionality, and advisers’ views on platform stability.

Phil Bungey, Chief Executive Officer, Advance by Embark platform, commented: “To be awarded the Platinum rating for the fourth-year running is a fantastic achievement and demonstrates the strength and stability of our platform. Our committed team is continually enhancing our service levels to make the platform experience the best it can be for our clients and their customers. This award is a reflection of their hard work and dedication.”

 

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