We are thrilled to announce our new partnership with Mabel Insights, a cutting-edge platform offering a comprehensive suite of investment research and planning tools. This collaboration reflects IBOSS’s commitment to providing advisers with transparency and the support to streamline their processes and deliver the best outcomes for their clients.
About Mabel Insights
Mabel Insights has quickly become a trusted name in the financial planning industry, partnering with over 80 DFMs and hosting more than 1,500 model portfolios on its platform. Advisers using Mabel Insights gain access to:
- 1,500+ Risk-Rated Portfolios: Easily compare performance, positioning, and the latest portfolio changes across a vast range of strategies.
- Whole-of-Market Analysis: Identify the best DFM strategy range tailored to your clients’ needs.
- Transparency and Clarity: Mabel Insights’ mission is to bring transparency to what can often be an opaque marketplace, opening up the universe of model portfolios for advisers.
Supporting Advisers with Unparalleled Tools
As part of this partnership, IBOSS will integrate Mabel Insights’ powerful capabilities into its offering, allowing advisers to:
- Compare portfolios with ease and make data-driven decisions.
- Access monthly factsheets, a significant improvement from our previous quarterly updates, providing more timely insights.
- Utilise the IBOSS Decumulation MPS and Mabel’s cashflow modelling to plan your client’s finances and the probability of meeting their expected future expenses.
- Gain deeper insights into performance and portfolio adjustments to support client planning.
Rebecca Anscombe, IBOSS’s Head of Operations & Systems, shared her enthusiasm for the partnership:
“We are delighted to kick off 2025 with a long-awaited partnership we have been working on for some time. We are excited by the opportunities and support this will provide, not only in enhancing our internal efficiencies but also in offering the adviser and planning community additional tools to make it easier to do business with IBOSS.”
Lawrence Cook, Mabel Insights’s CEO, added: “We are pleased to partner with IBOSS, a firm which has a long-standing reputation in delivering high quality investment solutions well regarded by the adviser profession. We look forward to working closely with IBOSS and make a meaningful impact by helping advisers enhance their due diligence and research process whilst navigating with confidence a rapidly evolving and increasingly complex financial landscape.”
Empowering Financial Advisers
This partnership underscores IBOSS’s dedication to equipping financial advisers with the resources they need to succeed in a competitive landscape. By working with Mabel Insights, we aim to simplify the process of comparing model portfolios and finding the right strategies to meet diverse client requirements.
We look forward to seeing how this collaboration will benefit advisers and their clients in 2025 and beyond.
For more information about this partnership or to explore how Mabel Insights can support your advisory needs, please get in touch with the IBOSS team.