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Performance reporting becomes a complex and admin-intensive process once a wealth manager has recommended an investment portfolio to a client. Assets are often spread across a variety of platforms, each with their own method of reporting.
Seed Analytics simplifies the process through the creation and distribution of white-labeled, consolidated client statements that are sent on behalf of the wealth manager to his or her clients. Our system collects data from the various administrative platforms and generates a single consolidated report. This report is created on a monthly basis, printed to PDF, and saved securely in the Cloud.
As this is not a complicated CRM system, your existing systems remain intact.
The fully automated, outsourced process reduces your administrative costs.
The number of touch points between you and your clients increases.
The wealth manager or CEO of a wealth management business won’t necessarily have easy access to organizational information. Without proper business intelligence, they will not know where they are strategically, where they should be, or how to get there.
Seed Analytics provides each wealth manager with a monthly report, as well as a consolidated monthly report across all wealth managers to the CEO. The reports show important information that will drive a proactive decision making process within the organization.
Strategically positions your business, enabling informed management decisions.
Increases assets under management (AUM).
Improves the profitability of your business.
The initial ‘Needs Analysis’ and the process of implementing a client’s investments according to the ‘Record of Advice’ are relatively easy procedures. However, the ongoing rebalancing of a portfolio – or at least the ongoing awareness of the risks affecting a client’s portfolio – is very difficult to monitor.
Seed Analytics’ pre-programmed algorithms run through each of the wealth manager’s clients’ portfolios on a monthly basis and identifies those that might be at risk. The wealth manager is able to solve the client’s problem through an easy process. The report is generated on data across all funds, platforms and life companies. This risk management system is ideal for the wealth manager who consults with a number of clients and would like to be sure that he/she has a clear understanding of the risks these clients are exposed to (including FAIS, RDR and TCF).
Ongoing assessment of client risk profiles, leading to reduced FAIS, RDR and TCF risks.
The same high-quality service is easily provided to all client categories.
The automated process removes the administrative burden and allows you to focus on your business.
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