What’s it about?

Join us for a live members exclusive webinar as we unveil key platform improvements designed for adviser efficiency. From a newly streamlined Reliance on Others (ROO) process with full e-signature support, to updated factsheets and powerful Vault upgrades, this session will keep you up to date with our behind-the-scenes development work.

We will discuss:

1. The redesigned ROO process and demonstrate how it reduces adviser admin and boosts compliance visibility.

2. Improvements to factsheets, making key investment information clearer and more adviser-friendly.

3. A roadmap of Vault enhancements coming in the next 6 months to support deeper analysis, transparency, & client reporting.

For Financial Professionals Only

When is it?

Our exclusive ebi member webinar takes place: July 3rd, from 1pm – 1:45pm

Meet the team

Ashley Owen, Business Development Manager at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.

Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.

Rachel Wilmshurst, Product Manager at ebi

Rachel has held roles in Systems Support, Quality Assurance, and most recently, Product Ownership. In her role as Product Manager, she collaborates closely with the broader business to establish a product strategy, aligning the software development objectives with internal teams, the user base, and the market. Additionally, she applies her experience in software development to assist with the day-to-day operations of the development team.