Here, you will find all of the latest news and announcements about ebi’s products and services.
ebi are always working to innovate and improve, and are excited to share their progress with you.
We encourage you to check back often for new information, and please feel free to contact ebi if you have any questions.
28TH NOVEMBER 2023
ebi in major tech upgrade
ebi, has upgraded its online portal The Vault,
as it continues to invest in its adviser-facing technology.
18TH JULY 2023
ebi gains B-Corp status
ebi, the award-winning discretionary fund manager and innovative disruptor, today is pleased to announce it has achieved B-Corp status.
7TH APRIL 2022
ebi launches Affinity service
ebi announce the launch of their matchmaking service, Affinity. The new service enables advisers to register interest in selling their business, or acquiring other financial advice firms.
28TH FEBRUARY 2022
Reliance On Others
ebi have announced it now offers Reliance on Others contracts to its members. This sits alongside its existing Agent as Client option, providing advisers with a choice depending on their business requirements.
4TH FEBRUARY 2022
Dan Solin Partnership
ebi have partnered with NYT bestselling author, Dan Solin.
Dan’s coaching & digital marketing services are available
to UK based advisers.
9TH JULY 2021
ebi’s Vantage Portfolio Service launches on Fundment Platform
ebi announced that its Vantage Managed Portfolio Service (MPS) is now available on the Fundment platform.