Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.
Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.
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.
In our world of rapid digital change, sometimes predictable is good.
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.
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.
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.
Fees, charges, costs and more with our structure guide.
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.
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.
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.
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.
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.
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.
Your clients are yours alone; we will never proactively market to your clients. Instead we endeavour to ensure you can deliver on your promises.
Fees, charges, costs and more with our structure guide.
The support you need, whenever you need it.
From technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively.
With regular adviser-led round-tables, CPD-accredited events and structured training, we strive to get you the best possible value at all times.
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.
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 Oliver Perrin.
Advance by Embark is a trading name of Sterling ISA Managers Limited, a wholly owned subsidiary of Embark Group.
The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.
Learn MoreAs the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.
Learn MoreFrom launching new products to making changes to support you through the most recent regulatory change.
Learn MoreAccess to a range of independent tools from EValue and Financial Express.
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.
£34.6bn↑
Assets under admin
100%
Independent
402,000
Individual clients
9
Locations nationwide
* Figures are pro-forma and include the recent Alliance Trust Savings acquisition. All figures as at 1 July 2020.