- Provided entry to the platform market.
- Increased accessibility to Smooth Managed Fund (SMF) range.
- Trade other assets across tax wrappers – Pension, ISA, GIA and junior equivalents.
Case Studies – Liverpool Victoria
Liverpool Victoria’s purpose, since 1843, is to help individuals and families to live with financial confidence by protecting their income while they are working and maximising it when they stop.
- Quickly deploy a platform.
- Retain control of proposition and revenue.
- Incorporate a ‘smoothed’ off platform asset into the platform.
- Seamless integration and single point of entry with client portal.
LV= use the Embark capability to offer a whole of market platform proposition to their advisers, including their own with-profit funds (Smoothed Managed Funds) as part of the proposition. The platform is fully integrated with the LV= front-end, customer portal, and back-office administration capability through use of our comprehensive suite of APIs.
Embark delivered:
- A highly digitised platform based on our configurable FNZ v21 Platform stack.
- We overlayed our ‘out of the box’ user interface and connected it via API to their existing systems.
- Delivered LV= an integrated platform solution with speed and ease. A first for platform design.
Want to know more?
To find out more about how our products or services can help you and your business, complete our online form and a member of our helpful sales team will be in touch.