As we celebrate the first anniversary of Mabel Insights, we want to take a moment to reflect on what has been an extraordinary first year. From our initial vision of providing a comprehensive suite of investment research and planning tools, to becoming a trusted partner for so many advisers, this milestone is a testament to the strength of our shared efforts.

The growth we’ve experienced over the past year simply wouldn’t have been possible without the support of our partners and advisers. Your trust and collaboration have been at the core of our success, and we remain firmly committed to keeping you at the heart of everything we do.

Looking ahead, we are excited about the opportunities to continue developing and refining our tools to better serve your needs in an ever-changing investment landscape. Thank you for being part of our journey so far—here’s to many more successful years together.

Welcome to our new partners

We welcome our newest partners to Mabel Insights IBOSS Asset Management and Square Mile.

And … Thank you to all our existing partners

7IM, AJ Bell, Brooks Macdonald, Clever Adviser, Copia Capital, IBOSS Asset Management, MAIA, M&G, OMBA Advisory and Investments, Omnis Investments, P1, Quilter Cheviot, Sarasin & Partners, Sparrows Capital, Square Mile, Tatton Investment Management, Waverton Investment Management + more to be announced soon

Having launched just over a year ago on 15th January 2024 Mabel now supplies DFM insights to 2070 adviser firms interested in researching multi asset solutions.

Users completed over 50,000 searches in 2024 and the number of daily website visits continues to climb.

The feedback and suggestions from our partners is very welcome and we continue to develop Mabel according to your requirements.

Make the most of Mabel Insights
Due Diligence research and report generation
Performance comparison against peer group
Risk/Return charts
Asset Allocation
Advisory model vs DFM comparison
Tools to support asset migration
Live MI on adviser usage of your data in all Mabel modules
Access to an extensive IFA database linked to FCA database
Marketing and promotional event support – conferences, webinars and more
Business development team support
We have also found that DFMs really value the ability to compare their services to the market, really helping to answer a number of Consumer Duty challenges.

Attracting advisers

With over 2,000 firms now using Mabel we launched a series of financial planning tools to support their investment journey with our partners.
Fact find (with link to GBG for AML and verification)
Risk Profiling
Cashflow planning with full tax optimisation
Client investment reports
New services launched in January 2025

We continue to ensure that we put our partners at the core of our development.  Let us know your challenges and we will work to find a solution.

Factsheets
In response to demand from our DFM partners the new interactive factsheet service is now launched. Add infinite number of MPS factsheets for a flat fee. Customise to your requirements. Fund factsheets also available. If factsheet production is costly and/or a hassle we can help. Mabel is saving partners 90% of current cost*
(*based on first DFM partner using Mabel factsheets).

Platform model portfolio management

We know managing models across multiple platforms can be an operational headache and of course a key business risk. We have launched a new portfolio management uploader tool to remove much of the heavy lifting.

Here is just some of the feedback we have received…
Head of Asset Management at large DFM; “It’s a no brainer”
COO at DFM; “I am excited, can’t wait this to go live”

Not a partner yet but want to explore? Create your own free account here and experience the tools advisers use.

Want to find out more? Book a meeting here.