Cashflow software and due diligence central in Ebi platform overhaul

Better access to cashflow planning and a deeper focus on due diligence are at the centre of updates Ebi has made to its online portal. The portal, ‘The Vault', has interactive charts,    returns and performance data, risk vs reward charts, and detailed portfolio breakdowns which can be accessed and presented during client meetings. The upgraded platform introduces a new dashboard, consolidating various apps and tools into an accessible space. It now also has a due diligence hub. Advisers can also customise the look of a dashboard and the documents they send to clients by uploadi...