Platform Tools

Tools include Assessing Attitude to Risk and Fund Risk Assessor

Tools include the Portfolio Scan Report, Advance portfolio report and model portfolio analyser.

Tools include Pension Freedom Planner, Retirement Planner and the Investment Planner tools.

This tool helps you to calculate the realised capital gains and losses that your clients have incurred on the Advance by Embark Platform. It can also help you estimate the potential gains that would be realised from a future transaction.

Download and install

To help familiarise yourself with the platform charging structure. The tool provides the annualised value of platform and investment charges that may apply based on the investment scenario you input. The tool is not intended to: be used with clients, form part of an adviser’s sales process, replace any of the required disclosure documents produced by the platform.