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Embark Paraplanner Survey Report

We reveal the four key themes from our survey of 332 paraplanners.

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The insider guide to drawdown

5 unfiltered adviser interviews on delivering client outcomes.

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Lloyds completes acquisition of Embark Group

This marks the start of a new chapter for Embark, as we continue to accelerate our position, with further investment and support from Lloyds.

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Advance by Embark Platform

A platform by experts, for experts.

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Embark Investor Confidence Barometer 3

Our bi-annual survey of advisers and investors returns; with more insights on wealth management, robo-advice, ESG and more.

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Latest insights and fund recommendations

Visit the website of our impartial fund research specialists

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Why Advance by Embark Platform?

As a fundamental part of any successful adviser business, platforms need to be versatile, dependable and easy to use. The Advance platform delivers on all three of these, giving you more time to spend towards great client outcomes.

Advance by Embark  is a trading name of Sterling ISA Managers Limited, a wholly owned subsidiary of Embark Group.

 

How can the Advance platform benefit me and my clients?

In our world of rapid digital change, sometimes predictable is good.

PREDICTABLE TECHNOLOGY

While working with clients, the last thing you want are platform problems, so our reliable, proven platform technology in association with FNZ could be just what you’re looking for.

FROM BUILDING WEALTH TO MAKING IT LAST

Whether your clients are looking to grow their wealth or make it last into their retirement, our platform’s rich functionality makes it suitable for a broad range of client types.

GIVING THE REASSURANCE YOU NEED

With your client’s financial future at stake, our commitment to the UK adviser market and our platform provides the dependability and administrative capabilities you expect and need.

CHARGES AT A GLANCE

Fees, charges, costs and more with our structure guide.

Easy to understand charges – at a glance

With just one client signature needed to give you authority to open wrappers and take other actions, our platform allows you to manage portfolios your way.

EFFICIENCY AND SECURITY

Control who sees what on the platform within your business and decide which of your clients would benefit from accessing their Portfolio online through our mobile optimised portal.

CHOICE AND CONVENIENCE

You’ll enjoy access to over 3,600 funds, 35 DFMs and UK-listed securities such as ETFs, investment trusts, equities, gilts and bonds. Allowance ISA trackers, IRESS data integration, two-way integration with Intelligent Office and Distribution Technology and phased investment capability combine to make your job much easier.

FEATURES MADE FOR YOU

Whether moving and managing cash or integrated client reporting, our platform gives you everything you need to support your clients every step of the way.

You’ll also have a suite of tools from EValue and FE, supporting financial planning, at your disposal.

GET IN TOUCH

If this all sounds good, contact your Account Manager on 0345 607 2013 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

Our platform is not only convenient and easy to use, it also prioritises giving your clients peace of mind.

FAMILY DISCOUNTS

We offer charge discounts through a family linking facility for three generations of family members and we pre-fund everything we possibly can, including client withdrawals.

FOR YOU AND YOUR CLIENTS

Your clients are yours alone; we will never proactively market to your clients. Instead we endeavour to ensure you can deliver on your promises.

CHARGES AT A GLANCE

Fees, charges, costs and more with our structure guide.

Easy to understand charges – at a glance

The support you need, whenever you need it.

TAILORED SOLUTIONS

From technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively.

BUILDING VALUE

With regular adviser-led round-tables, CPD-accredited events and structured training, we strive to get you the best possible value at all times.

GET IN TOUCH

If this all sounds good, contact your Account Manager on 0345 607 2013 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

Get in touch

If this sounds good contact your Advance Account Manager on 0345 607 2013 or speak to our dedicated platform adoption team on 0345 266 1988 to start writing business with us.

Need help, or have a question about Due Diligence?

If you are in the process of completing a due diligence exercise for your business and you have some questions about the Advance by Embark Platform, contact us.

Advance by Embark is a trading name of Sterling ISA Managers Limited, a wholly owned subsidiary of Embark Group.

Useful Documents

Advance Platform Brochure
Pre-funding at a glance
Information and data security questions and answers
Family linking - a simple way to lower charges
Advance by Embark Due Diligence brochure
Plan for the future you want - Welcome to the Advance Portfolio

TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EV and Financial Express.

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EXPERT GUIDANCE IN FUND SELECTION

Let our impartial fund research specialists help you assess and select the right funds for your client.

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About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website or download our Group Due Diligence guide.

£36.2bn↑

Assets under admin

360,000

Individual clients

430,000

Individual accounts

7

Locations nationwide

*All figures as at June 2022.

For you personally and your fellow colleagues to work so tirelessly and go way beyond the call of duty at such a difficult and trying time is humbling beyond my wildest expectations. It is further testament as to why we have supported you and the Platform and will continue to do so in the future.

  • Simon Benning DipPFS,
    Managing Director | Stiles & Company Financial Services Limited

The Advance Platform with Embark is a very efficient platform. Certain features, including the pre funding facility is a great help to my clients. Competitively priced and easy to use.

 

  • Ian Morris, Fairstone Financial Management Ltd

We use Advance by Embark due to the excellent support we receive from the support team we have in place; the account manager and platform consultants that are allocated to our firm are all very knowledgeable and also very friendly and helpful if we have any questions, queries or problems. The platform also has all the functionality required to provide our clients with an excellent service. We find the Advance by Embark platform the best in the industry at present.

  • Ben Wrigley, Adcas Financial Management Ltd

I have always found the client reporting provided by Advance by Embark to be second to none. This has also been echoed by some of my clients who use this platform, which is interesting as I have never had positive feedback from clients regarding reporting on other platforms we use. I have always been impressed with the first class service and support provide to me, in particular from my Business Account Manager – Scott Clarke, and my Platform Adoption Consultant James Taylor

  • Simon Hale, Chase Asset Management Ltd

The support provided by their teams are incredibly helpful and makes life so much easier.  The Platform Adoption Team are always friendly and deal with you in a professional manner. Most importantly, my clients who have online access to their portfolio’s always compliment the ease of use and the data which is provided.

  • Andrew O’Connell, M Hunter & Co Ltd

Embark platform is a key supplier of services to our business. They provide an efficient, accurate and cost effective solution with helpful staff who are able to meet our exacting requirements.

  • Mark Halstead, Halstead cfp