Cashflow planning services launched by Mabel Insights are "worth the wait", according to the firm's CEO.
The new service, which will also be free to use for advisers, delivers tax optimisation to cashflow planning and was created following input from advisers.
Mabel CEO, Lawrence Cook, said “the time was right" to deliver a service which responds to challenges raised by advisers .
Mabel Insights said a key part of the development was to ensure it could provide full tax optimisation.
“This has taken some time to build but we think it was worth the wait as advisers will be able to ask Mabel to work out the best aggregate tax across the cashflow period or manually order liquidation of assets as they fit,” said Cook.
“Advisers will be able to specify a model portfolio within a client cashflow report which inputs the expected investment characteristics."
Mabel Insights founding director, Martin Coyle, said the service has been built after months of consultation and testing with advisers.
He added: "This gives us confidence that this cashflow planning tool will be well received.
“In particular advisers told us they wanted support on tax planning and capacity for loss in addition to the usual features of cashflow planning and these are key features in our service.”
Mabel Insights is a model portfolio comparison platform for financial advisers and was launched in January this year.
It offers like for like comparisons as well as risk scores.
tom.dunstan@ft.com
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