Adviser Driven Technology
Designed by advisers, for advisers.
ebi’s technology stack facilitates meaningful conversations between advisers and their clients. Explaining the often counter-intuitive world of investing.
Our technology enables portfolio comparisons, client friendly analysis, performance data and fully co-brandable collateral.
Portfolio Comparisons
ebi’s automated portfolio comparison tool enables advisers to quickly build a custom portfolio, compare it against an ebi portfolio and generate a Switch Report.
Alternatively, InSight Reports provide a bespoke comparative analysis of ebi’s portfolios in relation to a portfolio or fund from the wider investment universe, providing insights into performance, drawdown, holdings, fixed income and equity exposures, and ESG metrics.
Engage Clients with Interactive Financial Software
Our cutting-edge financial software helps simplify often complex financial concepts, making it easier for you to explain investment strategies to your clients. With user-friendly interfaces, you can address client questions quickly, ensuring they feel confident in their investment decisions.
Tailored Financial Reports and Literature
ebi’s adviser technology allows you to generate high quality, co-branded documents for clients.
Visualising the Benefits of Passive Investing
Visually illustrate the advantages of a passive, diversified investment strategy.
