AJ Bell has launched a suite of planning tools allowing model portfolio comparisons, built in partnership with Mabel Insights, on its Investcentre platform.
The tools are designed to enable discretionary fund manager (DFM) model portfolio comparisons and performance analysis, capture clients' risk profiling, run cashflow modelling, and generate branded investment recommendation reports. The service will be offered at no extra charge via its advised platform. "Our exclusive partnership with Mabel is further evidence of our continued efforts to invest and innovate in AJ Bell's advised proposition," said AJ Bell advised product director Mark Rendle. "We are hugely excited about this partnership and believe that Mabel's suite of adviser tools...
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