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Mabel Insights Intergration

Feature RequestIntegration

I have just subscribed to Mabel Insights that provide advisers with Cashflow Modelling as well as Risk Profiling tools.

Please could we have an intetgration in order to negate rekeying of client information.

Many thanks - Gerald bellot
Julian harris Financial Consultants

Posted by Gerald Bellot ·
Status: Accepting Feedback2 comments

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Comments2

  • John Bowden

    •

    Jul 30, 2025

    @Zoe Coxon can I ask why this was rejected as I was about to post a request in a similar vain to ask for Mabel integration…

    • Zoe Coxon

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      Sep 17, 2025

      I think it was because of how old the request was - I will pop this into accepting feedback :)