Our Partners

Expand your business with the help of our tried and tested partners.
From marketing, through to risk profiling software and wrap platforms, EBI are happy to introduce our partners.

WRAP Platforms

Transact

Transact

Transact is a smarter, more effective and efficient way to aggregate and manage clients' investment portfolios and financial plans online.

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Wealthtime

Wealthtime

Wealthtime specialise in self invested personal pensions and private client investment administration.

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Nucleus

Nucleus

Nucleus is a wrap specialist who spend all their time developing and perfecting a wrap platform to make it the best it possibly can be for advisers and their clients.

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7im

Seven Investment Management

Seven IM's platform combines great functionality, lots of connectivity, great reporting - all wrapped up with some of the best service in the market.

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Ascentric

Ascentric

Ascentric are the only adviser platform to charge a single, easy-to-understand tariff. They also offer extensive adviser branding capability and access to the broadest investment and tax wrapper range around.

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Fund Providers

Vanguard

Vanguard

The Vanguard Group is an American investment management company that manages over $4 trillion in assets. It is the largest provider of mutual funds and now the second-largest provider of exchange-traded funds (ETFs) in the world, with about $533 billion in ETF assets under management.

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Dimensional

Dimensional

For more than 30 years, Dimensional have helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin our approach to investing and form the foundation for new strategies.

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Ishares

iShares

iShares ETFs have over $1 trillion in assets under management and their parent company BlackRock is trusted to manage more money than any other investment firm ($5.1 trillion).

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Marketing

Regis

Regis Media

Regis Media are a boutique provider of marketing communications for fiduciary businesses specialising in evidence based investing. Regis Media believe by helping these firms grow, they can play a part in changing the global investing industry for the better.

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Client Tools

Fastrak

Fastrak

Fastrak consolidate the multiple sources of data advisers rely on to run their investment proposition, providing a low cost, user-friendly, informative client portal.

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Finametrica

FinaMetrica

Help clients stay invested and achieve their financial goals by delivering suitable investment advice.

Compare your clients risk tolerance with their investment strategy by using the EBI Portfolios version of FinaMetrica Risk Profiling.

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Voyant

Voyant

Voyant replaces one-size-fits-all advisory strategies with a more consumer-centric, holistic planning approach. Their online personal finance hub gives investors the ability to view, download and modify plan information anytime from anywhere, improving data accuracy and transparency, and encouraging ongoing collaboration and dialogue between clients and their advisers. Voyant also helps advisers streamline information-gathering and prioritisation processes, and more effectively assess and communicate which products best match a client's personal goals. Data specific to EBI's portfolios is prepared by us.

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Research & Analysis

Adviserasset

Adviser Asset

The UK's leading platform and product research tool, now powered by Morningstar. Adviser Asset cuts through the complexity that is platform and product comparison. EBI's portfolio templates are available to complete accurate research for our members and their clients.

Sign up via EBI Portfolios to receive one month free.

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Fe

Financial Express

FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence and ongoing monitoring, giving you more time to focus on your clients knowing your due diligence is taken care of. It's at the heart of many advisers' Centralised Investment Propositions. Access to the EBI group is available for FE licence holders.

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Morningstar

Morningstar

Save time by monitoring your unit trusts & OEICs, investment trusts, pension funds, stocks and ETFs in one place, accessible at anytime from anywhere.

Quickly see at a glance how your portfolio is faring overall or how individual holdings are performing for you, with charts, key data points and gains/losses that reflect your investment decisions.

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Compliance

Cats

CATS

Compliance and Training Solutions are compliance consultants and members of the Association of Professional Compliance Consultants. CATS have been looking after firms throughout the UK since 2005, and they have been EBI's compliance team since 2013.

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