Tools & Technical

Tools to help you and colleagues in the research and advice process. Note that not all tools are available on all Embark propositions. Also below: conduct independent fund research and analysis via The Adviser Centre, and browse our technical notes in Technical Corner.

Our calculator will help you determine the realised capital gains and losses your clients have incurred on the Advance by Embark platform. It can also help you estimate potential gains from future transactions.

Familiarise yourself with the Advance by Embark platform charging structure and discover the annualised value of platform and investment charges that may apply based on different investment scenarios.

Helps clients understand how long their money will last in retirement by considering longevity.

Assists with talking to clients about their retirement income plans in a simple and visual way.

Comprises a psychometric questionnaire to help you establish clients’ attitude to risk.

Helps you and clients understand the risk exposure of individual fund(s) and/or a portfolio of funds.

Helps you outline the range of possible investment outcomes based on clients’ circumstances.

Shows a valuation of current holdings and an overview of transactions, as well as performance analysis.

Analyse a generic portfolio for research purposes, or a client specific portfolio.

Plots the risk and return of a fund/portfolio and offers the ability to compare this against other models.

A simple calculator giving a concise breakdown of the fees charged on both an initial and ongoing basis. Available on Embark Pensions.