Corporates supporting intermediaries

How can Embark’s platform-as-a-service model empower your business?

Our white label proposition delivers everything that a business will need for a comprehensive platform proposition, including the provision of first-class customer service and support.

  • Access to the latest technology via FNZ and our User Interface (UI/UX).
  • The expertise to offer a range of investment solutions.
  • Access to the latest advances in platform functionality.
  • Greater control over the service proposition to meet client needs now and in the future.
  • Opportunity to access more of the advice industry value chain.
White keyline quotation mark icon
White keyline quotation mark icon

“We believe that the platform proposition offers more flexibility to advisers with the help of Embark’s award-winning technology.”

Katherine Carnegie , Chief Commercial Officer at LV=

Services we offer

A market-leading White-Label Proposition

  • Improve the client journey through configurable UI.
  • 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 intermediary and advice partners enabling them access to a market-leading pension solution.

We have the expertise and capability to help you to launch a whole new solution or manage a full asset migration from existing solutions you want to evolve.

Stocktrade – first class execution-only stockbroking since 1993

Through our Stocktrade brand, we provide flexible trading access that can be configured to suit your requirements. Our market leading technology is responsible for £2.4bn AUA across 14,000 accounts.

We offer

  • Corporate ISA & GIA solution – allowing your staff and shareholders to trade your company shares, as well as 11,000 global shares, funds and bonds. 
  • Integration with third party providers and white labelled solutions.
  • Access to a wide range of financial instruments in major currencies.
  • Dedicated administration team specialised in supporting dealing for SIPPs.

Sharesave and Platform dealing service

Sharesave is a tax-efficient cash saving scheme that lets employees save towards buying shares in their company through our Stocktrade brand. At the end of the savings period, you have the option to buy shares in your company, typically at a discount to the market price, or take out your savings in cash. 

 We can help you to enhance your existing benefits with the following solutions: 

  • Corporate ISA & GIA solution – allowing your staff and shareholders to save for the short and medium-term, in addition to their workplace pension. 
  • Bulk Dealing facilities for Save-As-You-Earn share schemes, Profit Share Schemes or Executive Option solutions. 

Pension/Platform Dealing Services 

  • Most UK advised platforms work on a pooled transaction basis and don’t have access to real time market prices.
  • Our trade execution-only service, Stocktrade, can plug into platforms to provide access to global markets through various wrappers.
  • Our largest corporate partners are SSAS/SIPP providers whose clients want access to exchange traded instruments in various currencies.

Direct to consumer?

If you’re a corporate looking to launch a leading D2C Investment proposition, find out more about how we can support you.

Next steps

Get in touch

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

Meet the team

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

Case studies

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