ebi Portfolios has partnered with Mabel Insights to make its portfolio performance and asset allocation data available on Mabel’s platform.
Advisers can now compare ebi’s portfolios with over 80 other investment managers on Mabel.
Mabel has completed risk analysis on ebi’s solutions and produced tailored risk ratings, now accessible to advisers.
The partnership is designed to support advisers in analysing portfolio changes, comparing performance, and understanding asset allocation and risk metrics.
Ashley Owen, head of business development at ebi portfolios, said: “This partnership with Mabel is representative of ebi’s continued commitment to working with the most trusted names across the DFM comparison space.
“We’re eager to ensure advisers have access to high quality data to analyse our portfolios, including comparing our offering to other providers.
“Our portfolios going live on Mabel Insights represents another step forward in supporting advisers to deliver the best possible client service.”
Martin Coyle, co-founder of Mabel Insights, said: “We are delighted that advisers can now assess and compare ebi portfolios using Mabel Insights data.
“High-quality investment research is vital to portfolio decision-making, and with our data and risk insights, advisers can be sure their choices on behalf of clients are made with the full picture in mind.”
