Our Partners

Expand your business with the help of our trusted partners.
From WRAP platforms, risk profiling software, fund providers and analytical research, EBI are happy to help with partners.


WRAP Platforms

Transact

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

Wealthtime

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

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.

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.

Ascentric

Ascentric is 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.

Standard Life

Standard Life 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 their needs and objectives. But you remain in control of your client relationship, benefitting from straight-through online processing on the WRAP platform.

Novia Financial

Novia was created in 2008 to provide advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients at every stage of the investment lifecycle.

Advance by Embark

The Advance by Embark Platform enables fast, flexible investing with convenient access to funds. So whenever and however your clients need to access their money, it’s quick and simple to organise on our flexible platform.

Embark

The Embark Platform has a wide range of tax wrappers with access to a broad selection of funds, exchange-traded instruments and discretionary portfolios. We have fully automated over 50 processes to drive maximum efficiency and pass our reduced overheads on as cost savings to your clients, which makes our platform outstanding value for money.

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.

Praemium

Praemium 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.

Fund Providers

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.

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 independent global asset management firm at the cutting edge of AI and sustainability research. Through their rules-based and quantitative investment approach, they eliminate human biases and are able to perform analyses at scale. Integrating sustainability through Arabesque’s proprietary S-Ray® framework enhances their information environment and contributes to achieving better risk-adjusted returns for their portfolios.

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.

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

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.

Research & Analysis

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.

FE fundinfo

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. EBI are part of the FE Transmission 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.

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.