Search

Advance by Embark

Willingness to recommend

4.25/5

Integrations

4/5

Value for money

4.23/5

Service

4.63/5
Based on 57 reviews

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

About the provider

The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement income while making their wealth last.

From giving access to a broad range of products (Platform Cash Account, Cash ISA, S&S ISA, Investment Account, Retirement Account and Junior ISA & Junior Retirement Account for children) and assets including clean share class mutual funds, ETAs and model portfolios, through to the transparent way we charge and how we make independent planning and research tools available, it’s all designed around helping advisers achieve great client outcomes.

In summary, reassuringly predictable.

Leave a review

Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?

LOGIN TO GET STARTED

Ownership:

The Embark Group

AUM:

£15.58bn as at 30 June 2020 across Embark platforms

Partnerships:

Powered by FNZ, Portals: Vermeg, Tools: FE & EValue.

NextWealth analysis

Advance by Embark is Embarks Group's retail adviser proposition. The platform has strong strategic partnerships with a number of larger groups including Openwork and Ascot Lloyd as well as wider market access through partnerships with SimplyBiz and Threesixty. We think it's a good platform with good functionality. The business looks set to grow within Embark, an ambitious group offering strong financial backing.

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrations

Based on 57 reviews
4/5

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Adviser Office (IRESS)

Durell Software

intelliflo office (intelliflo)

Plum Software (a Morningstar company)

Xplan (Iress)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

Brooks Macdonald

EBI Portfolios

FE Price Feed

FigureOut (2plan)

LGT Vestra

Morningstar

O&M Profiler

Utmost Wealth

Waverton IM

Adviser Asset

Defaqto

FE Analytics

O&M Systems

RSMR

Selectapension

Synaptics

ThreeSixty

Defaqto Engage

EV Pro Risk

FE Analytics

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter