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Platform Tools

Tools available on our Platform

We offer eValue and FE fundinfo tools on our platform to help you with all aspects of assessing and meeting your clients needs. From tools that help you assess your clients attitude to risk to forecasting tools like the Pension Freedom Planner that helps you discuss with your client how long their money will last in retirement compared to their possible longevity. These tools are completely independent of Advance by Embark and so can show no bias towards an Advance by Embark solution.

You can find details of the tools we have available on our platform below.

To access the tools you will need to log in to the Advance Platform.

Platform log-in
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Assessing attitude to risk tools

Tools include Assessing Attitude to Risk and Fund Risk Assessor

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Asset and fund performance

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

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Forecasting tools

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

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Capital Gains tool

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

Download the user guide
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Advance by Embark Platform Charges Calculator 

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.

Platform charges calculator

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 EValue and Financial Express.
 

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