Mabel Insights has partnered with behavioural finance specialist Oxford Risk to roll out a new comparison tool for financial advisers and wealth managers.
Mabel Insights’ already-existing free tool now includes all risk-mapped funds and portfolios from Oxford Risk.
The firms said their partnership enables an ‘in-depth comparison and analysis of funds’.
Advisers will now be able to review and compare fund and portfolio performance, management charges, and total fees collated in a single view, along with a new Mabel Insights rating for appraisal.
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Further functionality provided by the two firms is expected to be rolled out in 2025.
Lawrence Cook, chief executive of Mabel Insights, said: “Oxford Risk offer one of the most pervasive fund and portfolio risk rating solutions to the market, so we’re thrilled to be able to partner with them to enable a deeper insight and comparison in support adviser research and due diligence.”
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Oxford Risk chief client officer, James Pereira-Stubbs, added: “We’re really pleased to be partnering with Mabel Insights to offer even more value to our investor suitability clients.
“There’s already a huge amount of data and research that advisers and wealth managers can obtain through this partnership, but we’re working on both sides to deliver even more throughout 2025.”
