DFM upgrades adviser portal

5 December 2023

Discretionary fund manager ebi has upgraded its online adviser portal as part of its ongoing investment in adviser-facing technology.

The Vault hosts a suite of interactive charts, collateral and presentation tools designed to make it easy for advisers to visually explain ebi’s investment solutions and portfolio performance to clients, including returns and performance data, risk versus rewards charts and detailed portfolio breakdowns.

Advisers can also access a range of other tools such as cashflow software, training materials and a due diligence hub. The dashboard can also be customised so that advisers’ own logo and colours are visible on the documents.

Harry Hitchcock, chief operating officer at ebi, said: “We are proud to offer advisers access to our first-class technology solution The Vault. This online portal makes it easier than ever for advisers to deliver great service to their clients, with configurable options and customisation at every step. At ebi we are investing in technology and listening to adviser feedback in terms of the capabilities they most want to see. We look forward to adding further enhancements and more new features in the near future.”

Professional Paraplanner