What We Offer
Discover a broad range of user-friendly and innovative technology; Cashflow Simulation, Portfolio Comparison, Custom Branding and more
ebi offer a complete technological toolkit to help advisers at each stage of the advice process, from the initial discovery meeting to ongoing client reviews.
ebi supports advisers in:
De-risking their
business
Implementing an
investment solution
Compliance framework
A suite of investor friendly
presentation tools
Co-branded marketing
collateral
What we offer – Helping advisers every step of the way
Step One
Client Onboarding
- Risk profiler – client attitude to risk
- Client facing infographics, video and brochures
- Communication workshop training
Step Two
Research and analysis
- Portfolio comparison reports
- Platform due diligence
- ebi’s cashflow modelling tool
Step Three
Presenting
- Co-branded materials
- Interactive tools to facilitate the presentation of ebi’s portfolios e.g. Randomness of Returns
- Workshops on how to use ‘presenting’ tools during client reviews
Step Four
Implementing
- Choice of Reliance on Others or Agent as Client contracts
- Mapped to leading industry risk profilers
- Available on 20 platforms
- Outstanding support available
- Suitability support wording templates
Step Five
Portfolio Management
- Competitively priced DFM fee of 0.12%.
- Tolerance based rebalancing
- Access to restricted share classes
Step Six
Ongoing review
- Market commentary and educational materials
- Regular coaching roundtables and webinars
- Ongoing support and development
Core benefits of ebi
Turnkey – ebi’s risk profiling and lifetime cashflow modelling tool
Turnkey is tied to ebi’s portfolios, and enables advisers to provide peace of mind for clients through an organised plan showing what their finances could look like when projected into the future.
Input key information such
as portfolio risk and
retirement data
Monte Carlo simulations
plot potential client
scenarios
Results of likelihood of
outcomes and best and worst
case scenarios
Risk profiling and cashflow modelling explained
Risk profiler
Clients’ attitude to risk is mapped via a risk profile questionnaire, developed in conjunction with Oxford Risk.
The profiler uses Oxford Risk’s robust methodology for its questionnaire, outputs and weighting, using their expertise in combining behavioural finance, data science, and technology. These outputs are mapped to ebi’s portfolios.
Cashflow modelling
The profiler facilitates advisers in modelling cashflow journeys, using the results to help identify portfolios matching the clients appetite for risk.
Other information inputted into the cashflow modelling software includes the initial investment amount, regular payments, retirement date, and timeline they want to model.
This illustrates a clients financial position relative to their investment objectives.
It then uses a Monte Carlo simulation to plot information into potential scenarios over the period.
InSight – ebi’s portfolio comparison reports
Using the ISIN’s provided, InSight give a detailed analysis of a portfolio or fund performance, equity, and fixed income exposures, and ESG metrics against a comparable ebi portfolio.
They are completed free of charge by ebi’s in-house investment analysts.
Compare client’s portfolio
against ebi portfolio
Save time, and facilitate
client conversations
Compare fund or portfolio
at given valuation date
What do our advisers say?
“The new research is fantastic! It has helped win a new case from a competitor today.”
“There is far more information in those reports than I was expecting to receive. Expectations thoroughly exceeded.”
The Vault – interactive tools to present ebi’s portfolios
The Vault, is ebi’s portal, through which ebi’s portfolios can be viewed and analysed. It allows the adviser to prepare for client meetings, address any questions quickly.
The Vault can interrogate ebi’s passive, low cost portfolios across 20 platforms. Advisers can present detailed and complex information, clearly and concisely to investors, leaving them with a greater understanding of what they are investing into.
Visually demonstrate
portfolio performance
Present portfolio funds,
weightings and costs
Customisable styling,
tailored to your brand
The Vault, a suite of interactive tools
- Returns and performance data
- Risk vs reward charts
- Breakdowns of the portfolios’ funds
- Operational information
- Target weightings
Why choose ebi?
Competitively priced DFM fee of 0.12%
Access to restricted share classes
Support Wording
Co-branded marketing materials
Educational materials, webinars and roundtables
Tolerance based rebalancing
ebi has created a range of low-cost, diversified, passively managed portfolios.
Our portfolios are available on
From WRAP platforms, risk profiling software, fund providers and analytical research, ebi are happy to help with partners.
