Intelliflo has acquired Mabel Insights bringing its research, portfolio analysis and financial planning tools to the financial advice software provider.
It will remain free to advisers following the acquisition, which completed on 30 September. Mabel Insights operates a database in the UK for managed portfolio services, spanning more than 80 asset managers and discretionary fund managers and more than 3,000 risk-rated portfolios, covering both managed portfolio services and multi asset solutions. The research provider offers portfolio comparison and analysis alongside cashflow modelling, risk profiling and digital fact-find. Mabel Insights is already integrated with Intelliflo office, allowing advisers to move client details and po...
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