Partners
Expand your business with the help of ebi’s trusted partners. From WRAP platforms,
risk profiling software, fund providers and analytical research, ebi are happy to help with partners.
WRAP Platforms
Wealthtime Select
Wealthtime Select specialises in self-invested personal pensions and private client investment administration.
Nucleus
Nucleus is an award-winning wrap platform, launched in 2006 by seven adviser firms who wanted to create a platform that put clients at the heart of the advice process, gave advisers greater control over customer outcomes, and provided better value.
Seven Investment Management
7IM’s platform is service-led, forward thinking and scalable investment platform for intermediaries.
M&G Wealth
M&G Wealth Platform has a broad range of investment options with flexibility to support adviser and Discretionary Fund Manager propositions. With a full range of tax wrappers, insured and ESG funds, tools and reporting capabilities, the platform aims to help you grow and protect your clients’ money, whilst building positive futures for people, society and the planet.
abrdn
The abrdn wrap platform gives advisers the flexibility to invest all or a proportion of clients’ assets with a discretionary manager and you can mix and match managed portfolios to meet clients’ needs and objectives. But you remain in control of your client relationship, benefitting from straight-through online processing on the abrdn wrap platform.
Wealthtime
Wealthtime provides advisers with the tools, service and investment range needed to achieve positive outcomes for their clients wherever they are on their investment journey.
Scottish Widows
Scottish Widows Platform is designed specifically to meet the needs of an increasingly complex financial landscape. It uses state-of-the-art technology to provide easy access to over 100 fund managers and thousands of mutual funds, Exchange Traded Assets and UK-listed stocks and shares. It also offers a wide range of tax wrappers including ISAs and retirement accounts. It is easy to use, versatile and totally dependable, benefitting as it does, from the financial and technical backing of Lloyds Banking Group.
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Aviva
Aviva first entered the platform market in 2006 and since that time have been one of the fastest growing platforms in the UK. ebi Portfolios are available across the Aviva ISA, GIA and Pension Portfolio and can be accessed via the “Platform Services” tab of Aviva for Advisers. Aviva are virtually unique in providing a portal that allows advisers to manage both on and off platform products all in one place with a consolidated client view.
Aegon
Aegon has built an enviable reputation as a market leading provider of pensions, investments and protection. We recognise that when an advisory firm chooses to use Aegon, it’s placing its reputation in our hands. As a result, our focus is on providing your firm with an outstanding service – both in terms of our technology and the ongoing support we provide.
Fundment
Fundment is a modern wrap platform built with proprietary technology for financial advisers and their clients. The platform combines automated back-office capabilities, in-house operated tax wrappers and portfolio management tools for centralised investment propositions, This together with user-friendly portals for financial advisers and their clients. Today the Fundment platform is used by a growing number of financial advice firms to deliver superior investment experience and drive high value client interactions.
Quilter
We are part of Quilter Plc, a leading UK-focused wealth manager, providing advice-led investment solutions and investment platform services.
Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform.
Our products and services are designed to support any adviser business model and are evolved to meet the changing needs of advisers and customers.
Morningstar Wealth
Morningstar Wealth Platform is a digital-first platform operating with unconstrained asset choice and market-leading reporting. We also provide best-in-class portfolio management tools, a world class auto-rebalancing engine which eliminates “drift”, and innovative AI-powered management information.
We believe our unique integrated Managed Accounts platform sets the industry benchmark for rebalancing, trading and corporate actions. Our specialist discretionary platform heritage allows us to offer highly competitive pricing for custody and the aggregating and netting of trades makes trading extremely efficient.
Hubwise
Hubwise Securities is a ground-breaking, innovative and regulated technology business developed by a group of highly experienced financial services professionals. Collectively, we saw a gap in the market for a truly game changing platform.
To address this need, we created the Hubwise investment platform, a multi-wrapper, multi-currency transaction processing engine which can be rapidly adopted by regulated investment firms to enable growth and differentiation.
Fidelity
Making advisers’ lives easier and their firms more efficient – while providing a great end-investor experience for their clients – is at the heart of what we stand for at Fidelity Adviser Solutions. We believe in building strong, enduring partnerships with adviser firms, collaborating closely with them to ensure our platform remains in-tune with their requirements. Our goal is to help firms build strong, profitable and sustainable businesses and to support them through any challenges that may arise.
■ As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients
■ Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital
■ A robust Business Continuity Plan meant we have been fully open for business throughout the coronavirus pandemic
Parmenion
Winner of Schroders UK Platform of the Year 2022, Parmenion is built from the ground up to be the home for financial adviser’s centralised investment propositions. Through a broad range of advisory and discretionary investment management options, we offer unparalleled breadth of choice and control over how financial advisers run their CIP. And all this with the support of our market leading customer service.
Fund Providers
Vanguard
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.
This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
It’s what we stand for: value to investors
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.
Northern Trust
As one of the largest global investment managers, Northern Trust Asset Management combine innovative ESG integration, robust capital markets research, expert portfolio construction, and comprehensive risk management to craft solutions that deliver targeted sustainability and investment outcomes. Northern Trust has over 30 years of experience and innovation in sustainable investing, reflecting a longstanding commitment to responsibly serve the needs of their clients.
Arabesque
Arabesque Asset Management are an evidence-based, sustainable investment management company established in 2013, following a management buyout from Barclays Bank. Part of the wider Arabesque Group, it is their founding mission to democratise sustainable investing – based on the belief that economic value creation can and should be combined with environmental stewardship, social inclusion, and good governance. By making their sustainable investment services accessible through their customised investment strategy creation platform (AutoCIO), ESG data solutions (ESG Book), and asset management offerings, we believe that finance can be a catalyst of change towards a more sustainable future.
GSI
Our mission at GSI is to provide a successful long-term investment experience, while allocating more to companies with a sustainable vision. We do this by analysing firms using a diverse range of return factors and combining these with comprehensive environmental, social, and governance ratings.
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Client Tools
FinaMetrica
Help clients stay invested and achieve their financial goals by delivering suitable investment advice.
Voyant
Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company’s product suite enables advisors to spend less time building plans and more time growing their business. Founded in 2008, Voyant was designed to be an unbiased, digital wealth management solution to simplify the planning process and enable “holistic and realistic” conversations. Since then, Voyant has served over 15,000 financial professionals and over 40,000 of their clients.
Synaptic Pathways
The complete advice and due diligence research tool providing expert delivery of compliant financial advice.
Oxford Risk
Founded in 2002 by leading decision science academics from Oxford University, Oxford Risk are experts in behavioural finance and financial well-being. They understand how people perceive risk, make judgements about risk, and behave in risky situations. They know how best to elicit and convey information to ensure those perceptions, judgements and behaviours reflect true intent.
EV
EV is one of the UK’s market-leading digital financial planning solutions providers. We have operated as an independent organisation for over a decade, backed by a further 18 years of financial services consultative experience. We connect and empower our intermediary financial partners with intuitive, customer-centric advice, guidance, and investment solutions.
Powered by our proprietary market-leading stochastic asset model, our powerful calculations and strategic multi-asset allocations are used globally across the financial ecosystem by financial advisers, pension and platform providers, asset managers, banks, and building societies, to name but a few.
Research & Analysis
Adviser Asset
AdviserAsset has the widest range of tools including the following;
Consolidation/switching tool – a multi-wrapper switching tool which handles Pension switches, ISA switches, Drawdown-to-Drawdown switches and Platform Account switches. The tool can accommodate multiple wrapper types in the same switch analysis – the only tool in the market that can do this,
Charge comparison tool for new investments which compares total cost of ownership. This tool is also multi-wrapper – Platform Accounts, Pensions, ISAs, Onshore Bonds, Offshore Bonds. If needed, the tool can also accommodate multiple wrapper types in the same switch analysis – the only tool in the market that can do this.
The tools are fully integrated with each other and have a common look and feel.
FE fundinfo
FE Analytics is a one-stop tool for all your investment fund 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.
Trusted by more than 3,900 independent financial adviser firms, it’s at the heart of many advisers’ Centralised Investment Propositions enabling you to have a holistic view of your entire investment proposition.
Ensuring investment suitability and increased efficiency, you can demonstrate the value of your investment propositions to your clients.
ebi are part of the FE Analytics MPS Directory service, providing access to live ebi DFM data.
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.
The Lang Cat
The lang cat is a specialist research and insight business combined with a strategic communications agency.
It is also a software provider that offers unrivalled due diligence and suitability solutions for the financial services advice profession. It offers a data set and a methodology which is robust, and which offers a genuine, logic-driven audit trail matching provider capabilities in the Platform and DFM space with the needs of adviser’s target client segments. The ebi portfolios are available on Analyser for advisers to undertake deep, completely independent, research and due diligence on them based on suitability and compared to the rest of the market.
Advice professionals can take a 2-week, no obligation, free trial of the software
Selectapenison
Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing over 100 products and funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.
We help professional Advisers to give the best advice to their clients, by equipping them with high quality products and services, backed by great support and training.
Iress
O&M Profiler ESP is a fully integrated system for advisers involved in the pension and investment planning areas.
Since launching the industry standing pension switching report, client reporting has always been at the heart of O&M Profiler, but it now offers so much more. From saving to switching, risk profiling to retirement modelling.
With the advent of Consumer Duty, and the requirement for “consumers to have the information they need at the right time and in a way they can understand”, there has never been a better time to keep client reporting simple. O&M Profiler ESP now delivers single page snapshot reports designed to be used as discussion documents with your clients.
Training, Compliance, Consultancy
Informed Training
Informed Training is an independent provider of Consultancy and Training Services, with many years of experience of working in the Financial Services Profession. They work mainly with clients in their “Intelligent Office” Practice Management Solution (Intelliflo) and “Zoho CRM”. They also help organisations create their business processes, focusing on helping to comply with GDPR, MiFID II, ISO 22222 and many other best practice and technological compliance requirements.
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.
DD Hub
With suitability and product governance in the spotlight, it’s important that when advising clients, advisers can demonstrate that they have selected appropriate solutions and undertaken the necessary due diligence. DD|hub simplifies this process and helps advisers compliantly record their decisions. Clients of threesixty get full access to DD|hub’s comprehensive due diligence information on adviser platforms, discretionary services and multi-asset funds through DD|hub.
