Financial advice software specialist Intelliflo has acquired Mabel Insights.
The deal brings Mabel’s research, portfolio analysis and financial planning tools under the Intelliflo banner.
It will remain free to advisers following the acquisition, which completed on 30 September 2026.
Mabel Insights free managed portfolio services (MPS) database spans more than 80 asset managers and discretionary fund managers and over 3,000 risk-rated portfolios.
It enables portfolio comparison and analysis alongside cashflow modelling, risk profiling and digital fact-finding.
Mabel Insights is already integrated with Intelliflo office, letting advisers move client details and portfolios between the two systems without rekeying, or carrying out whole-of-market research and due diligence.
Nick Eatock, CEO and co-founder of Intelliflo, said: “We’ve partnered with Mabel since 2024 and watched advisers come to depend on it as one of the most important research and planning businesses in the advice market.
“As part of Intelliflo, we can invest further in Mabel’s functionality and embed it into Intelliflo office, giving advisers whole-of-market research and due diligence as a core workflow rather than a separate exercise. It remains free to advisers and strengthens our open, intelligent platform for financial advice.”
Lawrence Cook, CEO of Mabel Insights, added: “We built Mabel Insights to make high-quality research and planning accessible to every adviser.
“Our integration with Intelliflo showed us how much further that could go when the tools sit inside the system advisers work in all day.”
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