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.

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.

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).

SSGA

State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third-largest asset manager, we are always inventing new ways to invest.

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.

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.