IBOSS, part of the Kingswood Group, has agreed a partnership with MPS research specialist Mabel Insights.
IBOSS will integrate Mabel’s capabilities to offer clients access to data on 80 discretionary fund managers (DFMs) and over 1,500 model portfolios.
The aim is to help financial advisers conduct due diligence, research, support client-specific reporting, compare portfolios and access monthly factsheets.
Advisers will also be able to use the IBOSS Decumulation MPS and Mabel’s cashflow modelling to improve the efficiency of client financial planning.
Rebecca Anscombe, IBOSS head of operations and systems, said: “We are delighted to kick off 2025 by announcing our long-awaited partnership with Mabel Insights, a recognised, trusted name in the financial planning community.
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“This partnership underscores our commitment 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 the support and possibilities this partnership will bring.”
Lawrence Cook, Mabel Insights’s CEO, added: “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.”
