Intelliflo acquires Mabel Insights

Intelliflo has acquired Mabel Insights, bringing its research, portfolio analysis and financial planning tools into Intelliflo Office.

Mabel Insights operates a freely accessible database for managed portfolio services, spanning over 80 asset managers and discretionary fund managers, and more than 3,000 risk-rated portfolios.

It will remain free to advisers following the acquisition, which completed on 30 September 2026.

Mabel Insights is already integrated within Intelliflo Office, enabling advisers to move client details and portfolios between two systems without rekeying.

Advisers will also be able to carry out whole-of-market research and due diligence, and bring the results back into their existing workflow.

Intelliflo said that, by acquiring the business, it can now invest in developing the proposition and deepen the integration with Intelliflo Office beyond what the partnership allows.

“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,” commented Intelliflo CEO and co-founder, Nick Eatock.

“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.”

Mabel Insights CEO, Lawrence Cook, 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.

“Joining Intelliflo lets us take the mission further and faster, with the scale and investment to keep building capability that helps advisers deliver better outcomes for their clients.”

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