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Mabel Insights partners with Intelliflo on adviser app

By Alex Sebastian, 6 Feb 24

App accessible to all Intelliflo customers as an integrated feature

App accessible to all Intelliflo customers as an integrated feature

Mabel Insights has partnered with Intelliflo to roll out an app for advisers.

The app is now accessible to all Intelliflo customers as an integrated feature.

Mabel is a new data and intelligence business, launched last month by former Atomos distribution head Lawrence Cook.

It provides information and analysis on model portfolio service (MPS) and multi-asset funds from more than 80 discretionary fund managers. This covers over 1,000 MPS offerings, all of which are risk-rated by Mabel.

Cook said: “It makes perfect sense to make our data available through the leading practice management provider Intelliflo. By facilitating a free two-way flow of data, we will make advisers’ lives easier. The ability to re-use data rather than re-key has to be the way forward, and this development, we believe, will be well received by users.

See also: The Lang Cat: Advised platforms suffer record outflows in 2023

“To date, access to information for advisers has been piecemeal, and research tells us that the adoption of MPS by advisers is increasing across the UK,” he added.

“We felt the time was right to provide a service that really delivers what advisers need, and our early adopters in trials have given us great feedback, which tells us we are delivering exactly that.”

Nick Eatock, CEO of Intelliflo, said: “We’re delighted to offer new capabilities to our customers, and the Mabel Insights app provides advisers with comprehensive and intuitive access to MPS information from across the market.”

Tags: Intelliflo | Mabel Insights | MPS | multi-asset funds

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.