Seed Analytics assists wealth managers and financial advisors in finding solutions for some key problems when it comes to Consolidated Client Statements, Business Intelligence, and identifying clients that are at risk.
Best of Breed
Brokerages struggle to elevate their services while using single, general systems for all their needs. Selecting the best of breed systems in each area of your business allows advisors to provide world-class service to their clients. The Seed Analytics API allows advisors to connect their data directly to the best CRM's, Planning Tools and other applications they run their practice from.