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Create robust and engaging cashflow plans
Free for advisers
Plan your client's finances
Developed in response to the FCA's recent guidance
Mabel's cashflow tool can help you improve client understanding and engagement and assess the probability of meeting their future expenses.
Tax optimised
Optimise a plans liquidations strategy with a single click to minimise a client's tax payments
Mabel runs detailed tax calculations helping you share the full breakdown of costs associated with a plan
Deterministic and stochastic modelling
Mabel's cashflow tool is linked to over 1,500 risk rated portfolios and prefills the expected return, risk and fees, ready for you to run simulations
Run market simulations to stress test a plans ability to meet future expenses and assess a client's capacity for loss
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