Advance by Embark secures 10th consecutive Defaqto 5 Star Rating

Advance by Embark (Advance) has been given a Defaqto 5 Star Rating for the 10th consecutive year, the highest possible rating offered; additionally, Advance received a Gold Service Rating.  This confirms Advance’s continued position at the forefront of the advised platform market.

When assigning Advance a 5 Star Rating, Defaqto’s experts benchmarked the platform through a thorough analysis of its features and benefits. The Rating recognises Advance’s ongoing commitment to ensuring that its platform remains versatile with excellent functionality, as well as being highly dependable and easy-to-use.

These latest ratings come hot on the heels of the recently awarded AdviserAsset Platinum rating, which Advance has now received for a fourth year in a row.

Phil Bungey, Chief Executive Officer, Advance by Embark, said: “Securing a Defaqto 5 Star Rating for a 10th consecutive year running is a fantastic achievement and demonstrates the strength and stability of our platform. And the Gold Service rating is testament to the continued hard work from the Advance service team in providing excellent standards of customer service, ultimately helping end customers reach their retirement goals.”

Paul Tinkler, Insight Manager for Funds, DFM, Wealth and Protection at Defaqto, adds: “Our Star Ratings for platforms provide an unbiased annual assessment of feature comprehensiveness and quality. Our experts analyse the features and benefits of every product on the market and then score those features to assign a Defaqto Star Rating between 1-5. Star Ratings allow advisers and their clients to see, at a glance, where a platform sits in the market. In achieving a 5 Star Rating, Advance by Embark has one of the highest quality offerings on the market.”

The Defaqto Ratings provide an unbiased mechanism for advisers and clients to assess platforms and their service levels and how they compare across the industry.

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