White Label Platform

A bespoke platform solution to enhance your offering to the market

In this ever-changing platform landscape, it’s never been more important to have a solution that works with you, for you, and for your long-term needs.

Best-in-class technology and reliability is a must, as is the importance of a partnership-based approach.

Sourcing a platform which offers a simple and straightforward solution under one roof, allowing you full control alongside first class service at the helm, can be no mean feat.

Whether you’re looking for an out-of-the-box white labelled platform solution or seamless integration with an existing front-end, our platform can be tailored to provide you with a bespoke solution.

We offer an advanced UI that can be white labelled and potentially 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, our platform development team plus regular management committee meetings.

Leading-edge technology

Partnering with FNZ we have leading-edge technology allowing us to provide great user experiences and seamless integration.

Brand / white labelling

Provide fully branded UI/UX, literature and platform artefacts.

Rich features

Full range of wrappers and investment solutions, including prefunding.


Value-based pricing to your underlying consumers with medium to long-term protection for your margins.

Diagram of embarks technology benefits

The benefits of a tailored solution

We also offer a comprehensive suite of services to create bespoke solutions for our clients, which include:

  • Advanced white label capacity
  • Provision of a wide range of product wrappers
  • Your own high-quality, dedicated support team
  • API data linkage to “upstream” business tools (e.g. CRM/back office tools)
  • Experienced book-migration support

Embark platform - accessing technical innovation that matters

We offer a market leading planning solution to help effectively manage your clients’ financial aspirations. We also offer an integrated Capital Gains Tax Tool to help calculate any realised gains or losses that your clients may or have incurred.

Our integrated client reporting enables you to construct a tailored report for your clients at either account or product level. All these tools are available on the platform’s new User Interface and are completely independent so show no bias towards Embark.

Platform banking and interest rates

teal icon of bar and line graph.

Within each Account we offer a cash facility. We do this by providing access to a bank account operated by our banking partner. This bank account is not unique to the Account. It holds amounts of money for Embark Platform investors centrally.

Meet key members of our team

James Cannon
Corporate Relationship Manager

James supports Embark’s existing partners along with any prospective partners. He has an in-depth understanding of the retail and the institutional areas of the retirement and investment markets.

E: Contact James
T: 07771 648 297

Oliver Fitzroy-Kelly
Corporate Relationship Manager

Oliver is a highly experienced Relationship Manager within the Corporate B2B and IFA Distribution sectors covering Stockbroking, PaaS (Platform) and Custodian solutions.

E: Contact Oliver
T: 07917 851 903

Find out more

To find out more about how our Platform solution can help you and your business, contact our helpful sales team. We can explain more about Embark and discuss any bespoke queries you may have.