AJ Bell has launched a new suite of financial planning tools, developed in partnership with Mabel Insights.
The tools allow discretionary fund manager (DFM) model portfolio comparisons and performance analysis, capture client risk profiles, run cashflow modelling and generate branded investment recommendation reports.
Adviser firms can also customise client communications with their own branding. The service is included at no extra cost as part of AJ Bell’s low-cost advised platform.
The tools are now available to advisers through the Investcentre platform.
The Mabel partnership follows a string of recent enhancements to AJ Bell’s advised proposition, including a new platform switching and bulk migration service with Woven Advice and the launch of AJ Bell Touch.
Founded in January 2024, Mabel provides model portfolio service (MPS) and multi-fund comparison tools alongside wider adviser services.
It has already been adopted by more than 2,800 firms, supported by over 30 discretionary managers, with data fully integrated into its planning platform.
Mark Rendle, AJ Bell advised product director, said: “Our exclusive partnership with Mabel is further evidence of our continued efforts to invest and innovate in AJ Bell’s advised proposition.
“We believe Mabel’s suite of tools will save advisers significant amounts of time and, importantly, allow them to get the best value possible for their clients.”
Martin Coyle, Mabel Insights co-founder and director, added: “Our mission has always been to give advisers intuitive, time-saving technology that helps them deliver the best outcomes for their clients. This partnership marks an exciting step forward in that journey.”
