The Advance by Embark Platform’s rich functionality and extensive investment range makes it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a focus more on making their wealth last.
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. Our reliable, proven platform technology in association with FNZ and our commitment to the UK adviser market provides the dependability and administrative capabilities you’d expect.
You will get a great experience and excellent functionality – with just one client signature needed to give you authority to open wrappers and take other actions, 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.
Our platform is not only convenient and easy to use, it provides you the support you need whether it be technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively .
If you would like to find out more please visit the Advance by Embark website, or alternatively contact your Advance Account Manager on 0345 607 2013 or speak to our dedicated platform adoption team on 0345 266 1988.
Embark Group is a fast growing, diversified, financial services business and one of the largest full-scale retirement solutions providers in the UK. We operate successfully in both the advised and institutional areas of the retirement market and power some of the UK’s largest retail financial services businesses. You can find out more information at the Embark Group website or download our Group Due Diligence guide.
Assets under admin
*Figures are pro-forma and include the recent acquisition of Alliance Trust Savings. All figures as at 1 July 2020.