Private investment firm Sparrows Capital has partnered with model portfolio service (MPS) and multi-asset fund comparison and data provider Mabel Insights to bolster adviser support.
As part of the agreement, Sparrows has become one of Mabel Insights' discretionary fund management (DFM) partners.
The firms said that the collaboration aimed to support advisers with transparent, timely, and robust reporting to assist with due diligence, suitability assessments, and ongoing client communications.
Advisers have been given access to performance data and portfolio insights for the Sparrows SCore MPS range directly via the Mabel Insights platform.
This would provide advisers with greater visibility into performance, asset allocation, risk metrics, and portfolio changes, according to the organisations.
Furthermore, monthly factsheets are available across the range through the digital tool.
Commenting on the partnership, Sparrows Capital head of business development, Arnie Millington, said: “This partnership reflects our commitment to transparency and adviser support.
“Making our model portfolios more accessible through Mabel’s independent research tool - now with the addition of clear, timely monthly factsheets - helps advisers make informed decisions with confidence, backed by consistent data and reporting.”
Mabel Insights chief executive, Lawrence Cook, added: “We’re delighted to welcome Sparrows Capital to our platform.
“Their evidence-based approach aligns well with our mission to provide advisers with reliable, independent data to support client outcomes.
“A consistent philosophy and strong track record make them a valuable addition for advisers seeking robust portfolio insight.”
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