AJ Bell has made a number of additions to its adviser proposition this year.
AJ Bell has added a new set of planning tools to its Investcentre platform.
The tools, developed in partnership with Mabel Insights, enable discretionary fund manager (DFM) model portfolio comparisons and performance analysis, capture clients’ risk profiling, run cashflow modelling, and generate adviser-branded investment recommendation reports.
Client reports and communications can now be custom branded by adviser firms at no additional cost.
Mark Rendle, advised product director at AJ Bell, said the new tools are the latest in a series of new additions to its advised propositions and demonstrate the platform’s commitment to advisers.
He said: “Our exclusive partnership with Mabel is further evidence of our continued efforts to invest and innovate in AJ Bell’s advised proposition. We are hugely excited about this partnership and believe that Mabel’s suite of adviser tools will save advisers significant amounts of time and, importantly, allow them to get the best value possible for their clients.”
AJ Bell has made a number of additions to its adviser proposition this year.
The second quarter saw the launch of AJ Bell’s new streamlined platform, AJ Bell Touch, which it claims will help financial advisers implement investment advice for clients more quickly and securely.
Other new adviser additions include a new platform switching and bulk migrations service in partnership with Woven Advice.
AJ Bell reported a 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June in its latest financial results.
The platform has seen steady growth in its advised customer numbers for several quarters.
It has reported a quarterly growth of 7%-8% for the past two quarters, having reported an 8% increase for the year ended 30 September 2024.
Mabel Insights provides model portfolio service and multi-fund comparison as well as a range of other adviser tools and services. Since it launched in January 2024, Mabel has been adopted by over 2,800 firms supported by over 30 discretionary managers.
