Mabel Insights

Investment research and financial planning tools at your fingertips

Whole-of-market research across asset managers, DFMs, MPS, multi asset solutions and platforms, now part of intelliflo. Free for every financial adviser.

Mabel gives you access to the UK’s largest MPS and multi asset database, plus every fund, stock and ETF. Research the market, analyse portfolios, model client outcomes and produce branded recommendation reports, all in one place.

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About Mabel Insights

Mabel Insights is one of the advice market’s most widely used providers of research, portfolio analysis and financial planning tools. It has been an intelliflo integration partner since 2024, and intelliflo completed its acquisition of Mabel Insights on 30 September 2026. Mabel remains free to advisers following the acquisition.

Who it’s for

Mabel supports investment research for your clients and for your firm’s investment proposition.

Advisers and paraplanners: client investment research

Research the investments your clients hold, review how they are performing and gather the evidence you need for suitability and reviews.

Investment managers: firm investment proposition

Research, define and manage your firm’s investment proposition, including the funds and portfolios your advisers recommend.

Features and functionality

Mabel brings investment research, portfolio analysis and financial planning together in one set of tools.

1) Whole-of-market investment research

Mabel operates the UK’s largest freely accessible MPS and multi asset database. It covers more than 80 asset managers and discretionary fund managers, and over 3,000 risk-rated portfolios.

Alongside it you can research platforms and every fund, stock and ETF. Mabel works with DFMs to bring you everything you need in one place.

Compare asset manager, DFM, MPS, multi asset and platform options side by side. Look at returns over time, cumulative performance and how each option stacks up against its peers.

Compare one-year returns for shortlisted portfolios against the peer average. See example below.

2) Risk and return analysis

See how risk and return relate for every portfolio in a peer group.

Plot your shortlist against the Mabel Benchmark to show where each option sits on volatility and annualised return.

Position your shortlist against the wider peer group on three-year risk and return. See example below.

3) Portfolio analysis and custom portfolios

Conduct in-depth analysis of a client’s existing holdings, compare them with alternatives and load up your own custom portfolios.

4) Consumer Duty-level due diligence

Assess DFM portfolios and produce Consumer Duty-level due diligence reports.

5) Your centralised investment proposition (CIP)

Build and document your CIP in Mabel. Use your research to evidence why the portfolios on your panel suit your client segments.

6) Financial planning tools

  • Cashflow modelling: model client outcomes and show how a plan holds up over time.
  • Risk profiling: assess each client’s risk profile and match them to suitable portfolios.
  • Digital fact-find: gather client information online, before or between meetings.
  • Branded recommendation reports: turn your research into clear, branded client investment reports.

Integration with intelliflo office

Mabel’s financial planning tools fully integrate with intelliflo office, so research fits straight into the workflow you already use.

  1. Import: bring client details and portfolios from intelliflo office into Mabel, with no rekeying.
  2. Research and compare: carry out comprehensive whole-of-market research, due diligence and comparisons.
  3. Report: create client investment reports in Mabel.
  4. Export: send every report back into the client record in intelliflo office.

As part of intelliflo, we can now invest in developing Mabel and deepen this integration far beyond what our partnership allowed. We will share more as new features become available.

Access

Free for financial advisers

Mabel’s tools are free for financial advisers across the whole market, whether or not you use intelliflo office.

Unlimited licences for your whole team

Give every adviser, paraplanner and administrator in your firm access, with no licence fees. Mabel charges investment managers, not the adviser.

Getting started

  • New to Mabel? Sign up and start your research today.
  • Using intelliflo office? Mabel is available through the intelliflo store. Connect it to bring your client data across.
  • Already a Mabel user? Nothing changes. Your account, data and integration carry on as before.

 

How do customers get support with Mabel?

Support stays with Mabel. Whether a customer is new to Mabel or an existing user, with or without the intelliflo office integration, they should keep using Mabel’s own support services, accessed from within the Mabel app.

Outcomes for your firm and your clients

1) Lower the cost of advice

No licence fees, unlimited users and no rekeying between systems. That means more of your team’s time goes on clients, not admin.

2) Evidence good client outcomes

Whole-of-market research, peer comparisons and risk-return analysis give you a clear, documented rationale for every recommendation. That helps you meet your Consumer Duty and regulatory obligations.

3) Consistent, higher-quality advice

A single place for research, CIP, risk profiling and cashflow modelling helps every adviser in your firm follow the same robust process.

4) Clearer conversations with clients

Branded reports and simple charts help clients understand why a portfolio suits them and how their plan is expected to perform.

Need help?

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

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