Mabel Insights
More tools to support your advice process
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
More functionality, one platform
Through our partnership with Mabel Insights, Novia Global advisers can access a dedicated suite of investment research and financial planning tools designed to support different stages of the advice journey.
From understanding a client’s attitude to risk and researching investment solutions, through to portfolio analysis, cashflow planning and creating client-ready reports, Mabel Insights brings a range of useful tools together in one place.
Access Mabel Insights
Ready to explore the tools? Novia Global advisers can access our dedicated Mabel Insights service to research and compare investments, assess client risk, build cashflow plans and create client-ready reports.
Log in to get started and explore the tools available to support you and your clients.
Research and Due Diligence
Risk profiling
Assess a client's risk requirements, risk-taking ability and tolerance for loss through digital questionnaires, with options for both accumulation and decumulation clients.
MPS research
Research and compare model portfolios, with detailed information to support investment selection and ongoing due diligence.
Investment research
Explore funds and other investments, including performance, positioning and other key information to support your research.
Performance analysis
Explore historical investment performance in greater detail to support research and client reviews.
Portfolio comparison
Compare portfolios and investment solutions side by side to understand the differences between investment approaches.
Financial planning and cashflow
Build cashflow plans, model different scenarios and stress-test outcomes to help assess the probability of clients meeting their future objectives.
Client-ready reporting
Bring your research and recommendations together in professional, white-labelled reports that can be customised with your firm's own branding.
Research. Plan. Compare. Report.
Mabel Insights brings investment research and financial planning tools together in one place, helping you make informed decisions and create a more engaging advice experience for your clients.