Mabel Insights

Supporting your investment advice

We have data for 80+ DFMs and 1000+ risk rated model portfolios and we work with DFMs to bring you everything you need in one place.

We provide free investment research tools to Financial Advisers. This includes the ability to assess DFM portfolios, conduct consumer duty level due diligence reports, and create client recommendation reports.

Integration with intelliflo

Seamlessly import your client details and portfolios into Mabel Insights to conduct comprehensive research and comparisons, create client investment reports, and then export all reports back into intelliflo.

Need help?

Watch our tutorial videos here or simply book a meeting with us at a time convenient for you here.

 

Key features:

  • Performance and asset allocation

    Compare model portfolios and funds across 80+ DFMs and 1000+ risk rated portfolios.

  • Due diligence

    Conduct whole-of-market analysis to find the right DFM strategy range for your clients.

  • Custom portfolios

    Compare any portfolio of stocks and funds with DFM strategies.

  • Client Investment Reports

    Create a recommendation report illustrating your client’s current portfolio with a proposed portfolio and costs.

  • Custom fees

    Ability to add your negotiated fee deals.

  • PDF sign

    An alternative to DocuSign.

  • Mabel ratings

    Ratings for every model portfolio.

Why Mabel Insights

This is an initiative supported by UK DFMs and our services are complimentary for advisers.

Mabel Insights is fully integrated with intelliflo.