Need an account? Sign up here
Video tutorials to help you get the most from our service
Performance and asset allocation charts
Learn how to compare model portfolios and funds offered by DFMs
Cashflow modelling
The Mabel Insights cashflow module helps you plan your client’s finances and model the probability of meeting their expected future expenses
Strategy due diligence
Learn how to conduct whole-of-market analysis to find the right DFM strategy range for your clients
Intelliflo integration
Learn how to connect your Intelliflo account and seamlessly import your client details and portfolios into Mabel Insights to conduct comprehensive research and comparisons, create client investment reports, and then export all reports back into Intelliflo
Custom portfolios
Learn how to compare any portfolio of stocks and funds with DFM strategies or other custom portfolios
Risk profiling
Learn how to capture a client's risk profile using the risk profile questionnaire and create a client specific report
Client investment reports
Learn how to create a recommendation report showcasing your client’s current portfolio with a proposed portfolio, with illustrative costs
Adviser branding
Learn how to create client facing reports in your own company branding
Custom fees
Learn how to add your negotiated fee deals which will then be displayed when you conduct your due diligence
Terms of Service. Privacy Policy. Company Number: 15074432
We need your consent to load the translations
We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.