Investment research and planning tools firm, Mabel Insights have partnered with behavioural finance specialists, Oxford Risk to enable financial advisers and wealth managers to compare and research Oxford Risk-mapped funds and portfolios.
Mabel Insights’ free-to-use tool for advisers and wealth managers now includes all risk-mapped funds and portfolios from Oxford Risk. This partnership enables an in-depth comparison and analysis of funds using Mabel Insights’ unique platform. Advisers and wealth managers will now be able to review and compare fund and portfolio performance, management charges, and total fees collated in a single view, along with a new Mabel Insights rating for appraisal.
Lawrence Cook, Chief Executive Officer for Mabel Insights, comments on the partnership, “Oxford Risk offer one of the most pervasive fund and portfolio risk rating solutions to the market, so we’re thrilled to be able to partner with them to enable a deeper insight and comparison in support adviser research and due diligence.”
Further functionality is expected to be rolled out in 2025 between the two firms, explains Oxford Risk’s Chief Client Officer, James Pereira-Stubbs, “We’re really pleased to be partnering with Mabel Insights to offer even more value to our investor suitability clients. There’s already a huge amount of data and research that advisers and wealth managers can obtain through this partnership, but we’re working on both sides to deliver even more throughout 2025.”
For more information on how Mabel Insights can enhance fund and portfolio research for advisers and wealth managers, please contact your respective account representative.
For more information, please email contact@oxfordrisk.com.
