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Mabel Insight

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Overview

Mabel Insight is a financial planning and investment research platform designed for financial advisers. It provides access to portfolio analytics, risk profiling, cashflow modelling, and back-office integration tools — enabling advisers to make data-driven investment decisions and deliver clearer financial plans to clients.

With one unified environment for analysis, modelling, and reporting, the platform helps advisers streamline workflows, enhance client engagement, and evaluate investment suitability using comprehensive market and portfolio data.

Problem

Financial advisers often rely on fragmented tools and data sources when conducting investment research and financial planning.

Common challenges include:

  • Difficulty comparing funds, portfolios, and strategies efficiently
  • Limited access to centralized and transparent MPS data
  • Inefficient client onboarding and data collection processes
  • Lack of intuitive tools for cashflow forecasting and tax optimization
  • Disconnected systems between planning platforms and back-office operations

These inefficiencies can slow decision-making and reduce client engagement.

Solution

Mabel Insight delivers an integrated platform combining research, planning, and operational connectivity.

Investment Analysis & Portfolio Tools

  • Analyse and construct portfolios using MPS, funds, and equities
  • Compare performance, allocation, and portfolio adjustments
  • Access the UK’s largest freely available MPS dataset
    • 80+ DFMs supported
    • 3,000+ risk-rated portfolios

Risk Assessment

  • Probability-based risk ratings focused on potential capital loss
  • Balance between growth objectives and volatility protection
  • Digital client questionnaires for profiling risk tolerance
  • Coverage of accumulation and decumulation planning needs

Financial Planning Tools

  • Cashflow modelling to forecast future expenses
  • Deterministic and stochastic scenario simulations
  • Tax optimization tools for withdrawal strategies
  • Custom-branded reporting and engagement interfaces

Client Data Collection

  • Customizable fact-find questionnaires
  • Digital distribution and completion tracking
  • Modular data capture aligned to advisory workflows

Platform Integration

  • Back-office connectivity and synchronization
  • Real-time data exchange
  • Secure, scalable infrastructure
  • Plug-and-play implementation

Result

The platform enables advisers to:

  • Identify suitable investments more efficiently
  • Deliver clearer and more engaging financial plans
  • Improve operational automation and data accuracy
  • Strengthen client communication and understanding
  • Manage risk assessment and forecasting with confidence

By centralizing tools and data, advisers gain better visibility and control over planning outcomes.

Conclusion

Mabel Insight provides a comprehensive digital environment for financial advisers seeking efficient investment research, planning precision, and seamless operational integration. Through advanced analytics, robust risk modelling, and connected workflows, the platform supports better decision-making and enhanced client relationships.

As financial planning continues to evolve digitally, integrated platforms like Mabel Insight play a crucial role in improving advisory efficiency, transparency, and long-term value delivery.