Adviser platform Parmenion has partnered with Mabel Insights to roll out a suite of portfolio analysis tools for advisers.
Mabel Insights’ service allows advisers to compare model portfolios and multi-asset funds across the market, including portfolio performance, asset allocation and risk metrics.
Through the partnership, advisers using Parmenion will gain access to tools including risk profiling, cashflow modelling, portfolio benchmarks, detailed performance data, asset allocation, risk metrics and portfolio changes.
Advisers will also be able to access monthly factsheets to support suitability assessments, branded reports and fact find functionality.
Mike Morrow, chief commercial officer at Parmenion, said: “Supporting advisers is a cornerstone of our business so we are delighted to have partnered with Mabel Insights to give advisers access to its high-quality suite of analytical tools.
“Mabel’s technology integrates seamlessly with our platform and gives advisers the right data so they can make informed decisions and deliver value to their clients.
“Advisers are telling us that they like these tools and find them effective. We can see more and more advisers in future choosing to swap out other comparison tools in their tech stack in favour of Mabel.”
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