A comprehensive suite of financial planning tools
A comprehensive suite of financial planning tools
One platform for all your research and planning tools
Financial planning tools and investment research
Financial planning tools and investment research
Financial planning tools and investment research
Free for financial advisers
Free for financial advisers
Free for financial advisers
Find the right investments for your clients
Find the right investments for your clients
Analyse and build portfolios of MPS, funds, and stocks
Easily compare their performance, positioning, and latest portfolio changes
Analyse and build portfolios of MPS, funds, and stocks
Easily compare their performance, positioning, and latest portfolio changes
Analyse and build portfolios of MPS, funds, and stocks
Easily compare their performance, positioning, and latest portfolio changes
Access MPS data for 80+ DFMs, 3,000+ portfolios risk rated
Supported by DFMs, Mabel Insights is the largest freely accessible database in the UK for MPS and tailored MPS
Access MPS data for 80+ DFMs, 3,000+ portfolios risk rated
Supported by DFMs, Mabel Insights is the largest freely accessible database in the UK for MPS and tailored MPS
Access MPS data for 80+ DFMs, 3,000+ portfolios risk rated
Supported by DFMs, Mabel Insights is the largest freely accessible database in the UK for MPS and tailored MPS
Risk is losing money
Mabel Risk Ratings focus on the probability of losing money. For each risk profile we capture the trade off between protecting capital in volatile markets and growth
Risk is losing money
Mabel Risk Ratings focus on the probability of losing money. For each risk profile we capture the trade off between protecting capital in volatile markets and growth
Risk is losing money
Mabel Risk Ratings focus on the probability of losing money. For each risk profile we capture the trade off between protecting capital in volatile markets and growth
One platform for all your financial planning tools
One platform for all your financial planning tools
Back office connected
Back office connected
Back office connected
Custom branding
Custom branding
Custom branding
Create robust and engaging cashflow plans
Plan your client's finances - Mabel's cashflow and financial planning tools can help you improve client understanding and engagement and assess the probability of meeting their future expenses.
Tax optimised - Optimise a plans withdrawals strategy with a single click to minimise a client's tax payments
Deterministic and stochastic modelling - Run market simulations to stress test a plans ability to meet future expenses and assess a client's capacity for loss
Plan your client's finances - Mabel's cashflow and financial planning tools can help you improve client understanding and engagement and assess the probability of meeting their future expenses.
Tax optimised - Optimise a plans withdrawals strategy with a single click to minimise a client's tax payments
Deterministic and stochastic modelling - Run market simulations to stress test a plans ability to meet future expenses and assess a client's capacity for loss
Plan your client's finances - Mabel's cashflow and financial planning tools can help you improve client understanding and engagement and assess the probability of meeting their future expenses.
Tax optimised - Optimise a plans withdrawals strategy with a single click to minimise a client's tax payments
Deterministic and stochastic modelling - Run market simulations to stress test a plans ability to meet future expenses and assess a client's capacity for loss
Custom branding
Custom branding
Custom branding
3,000+ portfolios risk rated
3,000+ portfolios risk rated
3,000+ portfolios risk rated
Risk Profiling
Risk Profiling
Risk Profiling
Digital - Effortlessly send questionnaires to your clients via email and get notified when completed
Accumulation and Decumulation options - Whether your client is retired or planning for retirement, our questionnaire asks the right questions
10 questions - Our easy to follow questions cover your client's risk need, risk taking ability and loss tolerance
Digital - Effortlessly send questionnaires to your clients via email and get notified when completed
Accumulation and Decumulation options - Whether your client is retired or planning for retirement, our questionnaire asks the right questions
10 questions - Our easy to follow questions cover your client's risk need, risk taking ability and loss tolerance
Digital - Effortlessly send questionnaires to your clients via email and get notified when completed
Accumulation and Decumulation options - Whether your client is retired or planning for retirement, our questionnaire asks the right questions
10 questions - Our easy to follow questions cover your client's risk need, risk taking ability and loss tolerance
Back office connected
Back office connected
Back office connected
Custom branding
Custom branding
Custom branding
Customisable Fact Find
Customisable Fact Find
Customisable Fact Find
Tailor your fact find - Select and send specific sections of a fact find to your clients
Digital - Effortlessly send the fact find to your clients via email and get notified when completed
Back office connected - Push and pull data between Mabel Insights and your back office system
Tailor your fact find - Select and send specific sections of a fact find to your clients
Digital - Effortlessly send the fact find to your clients via email and get notified when completed
Back office connected - Push and pull data between Mabel Insights and your back office system
Tailor your fact find - Select and send specific sections of a fact find to your clients
Digital - Effortlessly send the fact find to your clients via email and get notified when completed
Back office connected - Push and pull data between Mabel Insights and your back office system
Our financial planning tools connect with your back office system
Our financial planning tools connect with your back office system
Seamless automation
Seamless automation
Seamless automation
Real-Time sync
Real-Time sync
Real-Time sync
Secure and scalable
Secure and scalable
Secure and scalable
Plug and play setup
Plug and play setup
Plug and play setup