Fee calculator
Platform Fees
Browse all of EBI's supported platforms to easily calculate and compare platform costs.
Adviser Fees
Create custom tiered adviser fees or generate a fixed fee pricing model.
Portfolio Fees
Calculate the cost of using one of EBI’s portfolios.
Client Cashflow
Easily enter your client's cashflows

Lifetime cashflow modelling is becoming an indispensable tool for many financial planners.

Create a detailed and organised plan showing what your clients' financial situation could look like for the rest of their lives, or whichever period they want to plan.

Monte Carlo
Visual guide to explain the likelihood of running out of money

EBI’s Monte Carlo plots an expected rate of return for each portfolio and incorporates the client’s cash flow and total portfolio charges.
A range of outcomes is plotted to demonstrate the probability of their plan coming together, quickly and easily.

Within the Monte Carlo, both real and simulated performance data going back to 1956 can also be incorporated.
This helps demonstrate the best and worst periods and how different historical returns may have been compared to estimated future returns.

By mapping probabilities on a graph, it provides an easy visual guide to explain the likelihood of various scenarios.

Ability to view the historical best and worst performance
Ability to view all 1000 simulation lines
Historical Returns
View the best and worst historical returns
Demonstrate a client's highest and lowest returns during historical crashes to easily visualise the trend between crashes and recoveries.
Scenarios
Create multiple scenarios for clients
Easily create scenarios for your clients to demonstrate the impact of different factors within alternate investment approaches.
Printed Report
All client information and simulations available in a customisable printed report
Upload your firm’s logo, cover page text and control which pages are included in the client printed report.

Available Platforms