Embark are leading experts in providing investment technology solutions with £38.8bn AUA and 539,000 investment accounts and counting!
In the ever-changing platform landscape, it’s never been more important to have a solution that works with you, and for your long-term needs.
Our wealth platform proposition enables you to launch platform capability for your customers, both quickly and securely. We believe that our ‘Platform as a Service’ model offers an attractive range of options that will suit your needs This includes:
- A broad range of wrappers – Junior Self Invested Personal Pension (SIPP), full SIPP, Stocks & Shares Investment Savings Account (ISA), Junior Stocks & Shares ISA and General Investment Account (GIA).
- Access to over 6000 mutual funds, 3000 Exchange traded funds and 90 discretionary fund managers. Ability for advisers to build own model portfolios or utilise our Morningstar curated versions. It is easy to add your own fund range or discretionary management permissions.
- The ability to deliver platform capabilities to your desired target market based on your proposition requirements.
- Our capability is further enhanced through our plug and play functionality that can enable you to develop bespoke propositions for your customers and will support your digital innovations. So, whether you want to use our in-house user interface or build your own bespoke customer journeys, we will have you covered.
- Reducing the risk, oversight and associated costs incurred with other types of arrangement, such as full platform ownership.
Whether you’re looking for a business-ready white labelled platform solution or a bespoke solution, we believe we have the credentials you are looking for.
