We provide analytics to manage your book or FSP.
FSP's struggle to use their own data to make informed decisions about their business. Seed Analytics makes it simple.
A holistic overview
Seed Analytics provides analytics to gain a holistic investment view across all brokers, platforms, funds and clients.
Through Seed Analytics, FSP leaders can monitor, drive strategy, and execute efficiently throughout the business.
Client Fund Exposure Visibility
View all the funds that your clients have exposure to.
Advisor Exposure Visibility
View all platforms that your advisors have exposure to.
Analytics for Platform and Fund Exposure
Manage advisor force on platform and fund exposure.
Make strategic, data-informed decisions
Manage your business using data-informed decisions.
Data You Can Use
Managing your book or FSP is demanding and risky.
The data you need to make good, efficient and productive decisions is available right now. The problem is that it's fragmented, patchy, and isn't consistently delivered. And even if it was, you'd still have to build the analytical insight yourself. You have the data, but you can't use it.
At Seed Analytics, we understand that the better you are informed about your book, the more business you'll bring in.
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.
Choose from our reporting range.
We provide a range of reports to give you the insights you need.
Compare shortlisted funds and other funds your clients' exposure
Summary and lowest level breakdown of your total assets under management
Using your data in Excel for marketing, risk identification, and valuation.
Manage your advisors' performance on fund inflows
Summary on the book of the company
Shortlist fund evaluation
Import any custom data
Report within a regional structure
Run custom analytics on our large data lake
3 Simple Steps to Your Success
How our service works.
Step 1 —
We collect all your clients' data and formulate your statements with your brand on it at no effort from you. Our checking process makes sure that your client statements are accurate for the month.
Step 2 —
Log in to our system and view the dashboards needed to manage your book or brokerage.
Step 3 —
Execute on strategic decisions and monitor the impact on next months analytics views.