AJ Bell has partnered with Mabel Insights to launch a new suite of planning tools designed to support advisers and their clients.
The new capabilities, available to advisers through AJ Bell’s Investcentre platform, will enable discretionary fund manager model portfolio comparisons and performance analysis, capture clients’ risk profiling, run cashflow modelling as well as generate branded investment recommendation reports.
Client reports and communications can be custom branded by adviser firms, with the service offered at no extra charge.
Mark Rendle, advised product director at AJ Bell, said: “Our partnership with Mabel is further evidence of our continued efforts to invest and innovate in AJ Bell’s advised proposition.
“We are hugely excited about this partnership and believe that Mabel’s suite of adviser tools will save advisers significant amounts of time and, importantly, allow them to get the best value possible for their clients.”
Martin Coyle, co-founder and director of Mabel Insights, said: “We’re delighted to be partnering with AJ Bell to make our planning and research tools available to a wider community of advisers.
“Our mission at Mabel has always been to give advisers intuitive, time-saving technology that helps them deliver the best possible outcomes for their clients. This partnership marks an exciting step forward in that journey.”
AJ Bell’s partnership with Mabel Insights follows the launch of a number of new additions to AJ Bell’s advised proposition, including a new platform switching and bulk migrations service with Woven Advice and the launch of AJ Bell Touch.
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