AJ Bell has launched a range of financial planning tools, developed in partnership with Mabel Insights, for advisers through AJ Bell’s Investcentre platform.

The adviser tools include a suite of financial planning and investment research capabilities, aimed at supporting advisers and their clients.

Through the tool range, advisers will gain access to discretionary fund manager (DFM) model portfolio comparisons and performance analysis, be able to capture clients’ risk profiling, run cashflow modelling, and generate branded investment recommendation reports.

AJ Bell noted that client reports and communications can be customer branded by adviser firms, and the service will be offered with no additional charge as part of its advised platform.

Its partnership with Mabel Insights follows the launch of several new additions to AJ Bell’s advised proposition, such as a new platform switching and bulk migrations service in partnership with Woven Advice and the launch of AJ Bell Touch.

Mabel Insights provides model portfolio service (MPS) and multi-fund comparison, alongside a suite of other adviser tools and services.

“Our exclusive partnership with Mabel is further evidence of our continued efforts to invest and innovate in AJ Bell’s advised proposition,” commented AJ Bell advised product director, Mark Rendle.

“We are hugely excited about this partnership and believe that Mabel’s suite of adviser tools will save advisers significant amounts of time and, importantly, allow them to get the best value possible for their clients.”

Mabel Insights co-founder and director, Martin Coyle, added: “We’re delighted to be partnering with AJ Bell to make our planning and research tools available to a wider community of advisers.

“Our mission at Mabel has always been to give advisers intuitive, time-saving technology that helps them deliver the best possible outcomes for their clients. This partnership marks an exciting step forward in that journey.”

---