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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

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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?

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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.

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Seed Analytics—By the Numbers

Seed Analytics is all about data


We integrate with over 65 different investment platforms, and import data for over 100 investment platforms


We generate reports for over 350,000 clients


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.

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Getting Started

Three simple steps to signing up

Step 1
Book a Demo

Book a short demo with our sales team

Step 2
Provide Codes

Provide your broker codes— we'll take care of the rest

Step 3
Click 'Send'

Log in and click 'send', or click through to your book reports

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Elevate Your Financial Advisory

Join the growing group of advisors trusting Seed Analytics to offer their clients an elevated service while growing their brand

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