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Video tutorials to help you get the most from our service

Performance and asset allocation charts

Learn how to compare model portfolios and funds offered by DFMs

Strategy due diligence

Learn how to conduct whole-of-market analysis to find the right DFM strategy range for your clients

Intelliflo integration

Learn how to connect your Intelliflo account and 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

Custom portfolios

Learn how to compare any portfolio of stocks and funds with DFM strategies or other custom portfolios

Risk profiling

Learn how to capture a client's risk profile using the risk profile questionnaire and create a client specific report

Client investment reports

Learn how to create a recommendation report showcasing your client’s current portfolio with a proposed portfolio, with illustrative costs

Adviser branding

Learn how to create client facing reports in your own company branding

Custom fees

Learn how to add your negotiated fee deals which will then be displayed when you conduct your due diligence

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