Fintech and investment provider Timeline has linked with research platform Mabel Insights to enhance adviser access to portfolio solutions, it said.
Timeline said its discretionary model portfolio service (MPS) now has AUM of £13bn.
Through the new link, Financial Planners and advisers using Mabel Insights will now be able to access Timeline’s investment portfolios alongside Mabel’s existing suite of research, due diligence and Financial Planning tools.
The two businesses said the integration allows advisers to combine Timeline’s portfolios with Mabel’s powerful technology within a single, flexible ecosystem.
Ed Carey, chief commercial officer at Timeline, said: “The partnership significantly broadens our reach and supports our continued growth ambitions.”
Mabel Insights currently supports advisers in conducting more than 5,000 model portfolio and advisory portfolio research reports every week.
With Timeline’s data added to the UK’s largest MPS database, the company said the figure is expected to increase further as advisers gain greater access to comparative portfolio insights.
Lawrence Cook, CEO of Mabel Insights, said: “Our shared philosophy is to give advisers choice and clarity through technology.”
Timeline is a UK-based adviser ecosystem combining model portfolio solutions with technology designed to support modern financial advice firms. It is best known for its model portfolio service (MPS).
Mabel Insights is a technology-led business providing a range of MPS-focused investment research and Financial Planning tools, free for financial advisers. The platform said it currently serves more than 3,000 adviser firms across the UK.