Isio has agreed a partnership with Mabel Insights to improve financial advisers’ access to data and reporting as part of due diligence and ongoing oversight.

The partnership will make Isio’s model portfolio service (MPS) available via Mabel Insights.

Under the agreement, advisers using Mabel Insights will be able to view performance data and portfolio insights for Isio’s MPS range, including fees, asset allocation, risk metrics, and portfolio changes.

Isio said this would allow advisers to assess its portfolios alongside other MPS providers using a consistent reporting framework.

Meanwhile, Mabel Insights will provide advisers with a cashflow planning tool that enables them to factor a client’s MPS into the modelling.

The firms highlighted that advisers were facing growing expectations to demonstrate robust oversight of outsourced investment solutions, with greater scrutiny being placed on how solutions are selected, reviewed, and monitored as model portfolios play an increasingly important role in adviser propositions.

Isio added that the partnership with Mabel Insights aimed to support the more informed assessment of its portfolios using consistent data, rather than relying on bespoke or provider-led reporting.

“Advisers need to be able to demonstrate robust oversight as the MPS market evolves,” said Isio head of distribution for wealth, Mike Hanlon.

“We are aligned with Mabel Insights on the importance of greater transparency and more consistent reporting.

“Making our portfolios available through an independent tool supports advisers in clearly evidencing the decisions they make for clients.”

Mabel Insights chief executive officer, Lawrence Cook, added: “The MPS market has grown rapidly, but access to clear, consistent data has not always kept pace.

“Our partnership with Isio enables advisers to review its portfolios alongside other providers using the same data framework, helping them make more informed comparisons and support more structured, ongoing oversight.”

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