Adviser firms

Why Adviser firms use us?

We improve the efficiency of adviser businesses through seamless integration of products and services:

  • We offer a streamlined platform which is designed to drive efficiencies.
  • Intuitive client journeys through our in-house user interface, using your brand throughout.
  • Ability to create your own platform experience without the operational and regulatory burdens of running your own platform.
  • Potential for revenue sharing opportunities.
  • Access to a range of functionality from the latest tooling to investment services with client reporting.
  • All backed by our dedicated support team and customer service.
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White keyline quotation mark icon

“After an extensive search we chose to partner with the team at Embark who provide an innovative and flexible platform and demonstrated a corporate culture and commitment to service consistent with our own.”

David Cooper, CEO, HUB

Building Your Platform

Our capabilities will give you peace of mind that all requirements can be met, whether they are already live, or we develop them to your specifications.

Range of third-party solutions ready to use

Our proposition strives to provide you with the latest technology, intuitive client journeys and the capability to integrate into the core solutions that help support your advisers, paraplanners and overall workforce deliver an excellent client experience.

Leveraging the FNZ marketplace, the Embark platform can offer best-of- breed third party solutions to meet your technological needs.

The Embark platform has everything that you need to service your current and future clients and as we continue to innovate, we expect the technology and support tools to grow to support your advice journeys.

Services we offer

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 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.

Stand-alone SIPP

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.
  • Utilise our full investment flexibility or shape your own.
  • Support your end-customers with a pension solution that meets their retirement savings needs and delivers for your business.

We have the expertise and capability to manage full asset migrations of existing client accounts you are looking to evolve.

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

Our capabilities will give you peace of mind that all your requirements can be met.
View our case studies