Elevate your
Financial Advisory
Seed Analytics provides data solutions that enable financial advisors and advisories to reduce their admin overhead, build trust with their clients, and reinforce their brand
Branded Consolidated Statements
Service all your clients with branded, consolidated statements
One-Click Portfolio Rebalancing
Rebalance your clients' portfolios with the click of a button
Identify Opportunities & Reduce Risk
Our analytics platform unlocks the opportunities hidden within your data
Source, Secure, Consolidate & Clean Data
Simplify the process of working with the data on your entire book
Reporting and Compliance
Can you afford not to offer a client statement service?
Send advisor-branded consolidated statements at the click of a button. We enable you to meet your TCF obligations, deliver exceptional service to all of your clients, while reinforcing your brand.
What's more: you can re-balance entire client portfolios with a click of a button.
Is this something you can afford to go without?
Data Sourcing and Analytics
What is it costing you to make decisions without all the right data?
Making decisions without the right data at your fingertips could cost both you and your clients more than you realize—not to mention the cost of missing out on lucrative opportunities that could have been identified.
Have you considered the costs?
We Understand
Advice isn't an easy game
Providing your clients with statements shouldn't be complicated or time consuming. Using your own data to make world-class decisions shouldn't have to make you work so hard.
At Seed Analytics, we understand that if you do good work for your clients, the business will come. Our focus is on enabling you to do just that, without the overhead previously associated with it.
Seed Analytics—By the Numbers
Seed Analytics is all about data
65+
We integrate with over 65 different investment platforms, and import data for over 100 investment platforms
350,000+
We generate reports for over 350,000 clients
R180bn
We report on over R180bn worth of investments over 700,000 accounts
Our advisor-branded dashboards give context to your data — identify opportunities and risks, get an overview of the performance of all your clients, and empower yourself to make the right decisions — all backed by the data at your fingertips.
Some of our clients
