Who we support

We solve the key problems facing your business by seamlessly integrating the products and services required to improve your client experience. Our focus is on understanding the challenges our strategic partners face, partnering with them to find the right long-term solutions and using our resources and scale to help drive you forward.

In January 2022, Embark became part of Lloyds Banking Group, one of the UK’s leading financial services companies.

The combination of Lloyds’ financial strength and the agility, digital capability, and expertise of Embark enables us to deliver a market leading platform technology to our partners and their clients.

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Who we can help

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Adviser firms
   

We give you greater control of your part in the value chain without the regulatory burden of being a platform operator.
More on adviser firms
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Corporates supporting intermediaries

Deepen your strategic partnerships, expand your solutions and drive business efficiencies.
More on corporates
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D2C/Fintech wealth
proposition

Use our technology to design or enhance your digital wealth proposition.
More on D2C & Fintechs

White-Label Business in a box

Platform solution ready-made for you – our core modules can build the right solution for your business.

Products & offerings

  • Stocks & Shares ISA / Junior ISA
  • SIPP / Junior Pension
  • GIA
  • Third Party Investment Account
  • Fund Platform
  • On platform Custody solution
  • Adviser & client configurable portals
  • Bonds & Model Portfolio Solutions

Features & benefits

  • Simple charging structure and revenue share opportunity.
  • Proposition build designed to enable speed-to-market.
  • Benefit from our ability to invest in evolving the product roadmap.
  • Simple integrations (API first).
  • No additional FCA permissions or regulatory governance required –
    we take care of that.

Services we offer

Full White-Label proposition across core wrappers

A market-leading White-Label proposition

  • Access to our fully brandable best-in-class User Interface (UI/UX).
  • Ability to access portal through Single Sign-On or direct links.
  • Use our proprietary APIs to build your own-branded client experience.
  • Improve operational efficiencies via integrations feeding into your tech stack.
  • Own the proposition through a range of investment and pension white labelled products.
  • Improve risk and control management by accessing the extensive resources across Embark from propositions to compliance.

Our pension only solution enables you to:

  • Enhance your existing wealth offering.
  • Saves you the need to build your own pension proposition.
  • No requirement to build your own pension trustee board or take on the additional required pension permissions.
  • Access to over 8,000 investment choices from funds to ETIs including DFMs.
  • Support your end-customers or your intermediary partners.

We have the expertise and capability to manage full asset migrations from existing or legacy solutions you are looking to consolidate, evolve or close.

Next steps

Get in touch

To find out more about how our solutions can help you and your business, contact us now.
Register your interest

Meet the team

We have a team of experts to help you with your journey and discuss any bespoke queries you may have.
Meet our sales team

Case studies

Learn more about how we are supporting clients like you.
View our case studies