Seed Analytics is proud to announce that we have received our ISO/IEC 27001:2013 certification. A big thank you to our team members who have put in the time and effort to make this possible.


As we deal with large amounts of information and data on our client’s behalf, we felt that this was an incredibly important next step for our business. ISO/IEC 27001:2013 is the international standard for information security. The standard addresses an organization’s approach to managing the data that it uses, and its implementation takes people, processes and technology into account.


To receive the certification, our team had to take a good look at what was happening in our business, and how we process and protect information. While we had strong existing security processes, we needed to benchmark those against auditable global standards. We decided to implement an information security management system, or ISMS, and formally monitor how our business implements, operates, reviews, and maintains this system.



Jean-Pierre Mieny, who headed the project for us, says that “Seed Analytics is committed to safeguarding the information entrusted to us by our clients and third parties. Implementing an information security management system to meet ISO/IEC 27001:2013 standards enables us to meet this commitment.”


“The team worked to revamp information systems and business processes across the organization,” says Chief Technical Officer Derek Gardiner. “Seed Analytics has always had strong information security systems in place. We wanted to benchmark ourselves against global security standards and ISO 27001 has done that for us, making sure that we are always offering the best possible service,”


Information security has always been a core part of our DNA and ISO was the next logical step to heighten security awareness and to continue shaping behavior to reach our information security goals



ISO/IEC 27001:2013 has the great added benefit that Seed Analytics can say that we are completely compliant with the following legal and regulatory requirements:

• POPI Act South Africa

• PAI Act South Africa

• Electronic Communications and Transactions Act



Hermione Fry, Head of Delivery and Coordination for Seed Analytics had this to say about the certification:


“ISO/IEC 27001:2013 means that Seed Analytics has embedded a culture of responsible information security management. This milestone helps fulfill our ongoing commitment to clients and platform providers that we take information security management very seriously and assures them that their client’s personal information is handled securely."



Your business simply cannot afford to compromise on information security. When you choose to work with Seed Analytics, you can rest easy knowing that security is the foundation of everything we do. Contact us for a demo.



The year is almost at its close. The self-reflection is starting to set in, while at the same time, we’re all trying to just do those last few things before it’s 2023.


2022 has felt like an incredibly hectic year for a number of people. After the last few years, many expected 2022 to be a calmer one. However, the general experience seems to be that this year was more frantic than the last 2 years combined.


A major reason for this is the increased amount of “hustle” people put in to make this year a success.


With that in mind though, how did we spend our time this year?


Take a look back at 2022 and see how well you can describe your time usage. Did you spend enough of it making money and servicing your clients? What would you have done differently?


We often don’t end up spending enough time doing the money making activities within our businesses. As financial advisors, each and every moment you can spend connecting with an existing client (or doing a discovery call with a new client) is what earns you money.


The thing is that there are always other activities that take our focus and time away from our money making activities.


Let’s start with time. How much time did you spend on admin this year? How much of that admin time was spent on creating reports for your clients? Do you feel that your clients received enough information from your reports to know what is happening in their investments?


There is a good chance that the answer is no.


Consider a 2023 where all your reports can take less than 20 minutes of your time per month. Your clients receive up-to-date statements monthly, and you can have longer term planning conversations with your existing client base because they have all the information they need to make decisions.


This reality is incredibly possible with Seed Analytics. Our reporting dashboards allow you a few tools to deliver better customer service. In return what you get is:

  • More time in your business to attract new business and service your clients better

  • More touchpoints with your clients which can increase conversations and improve retention

  • Business intelligence at your fingertips for making stronger internal decisions to support your clients and your business.

  • A white labeled dashboard which can showcase your brand, making you look more professional

Your business deserves the best from you, and the easiest way to give it your best is to have the right tools supporting you. Consolidated dashboards open up a host of new possibilities for you and your clients without the need to appoint new staff to keep up with your client book.


Work smarter, not harder, in 2023. Contact us for a demo.


It has been a while since the Protection of Personal Information Act (POPIA) was passed. We’re proud to say that Seed Analytics has always valued the privacy of every individual whose data is entered into our dashboards. It’s just how we do things, even before the new legislation was implemented.

Secure data is a component of the ethical business structure we support.

We came to the conclusion that Multi- Factor Authentication (MFA) for Client Reporting would be the next level of security that we could implement in our systems.


This is how it works:

Go to www.clientreporting.co.za




Complete your username and password as per usual and click on “Sign in”

You will be directed to the following screen


A text message will be sent to the mobile number provided, which you should type in the text box above and then click on “Sign in”


After clicking on “Sign in”, you will be directed to the Client Reporting Dashboard as per usual.


What does this mean for our Financial Advisors?

Your login details for Client Reporting will remain the same. However, a passcode will be sent to your mobile number that will need to be entered on the portal before you are able to log in to Client Reporting.

When will this be implemented?

Seed Analytics will implement MFA using a phased approach starting in September 2022. All advisors and assistants / administrators will be required to implement MFA. The deadline for this implementation is 30 November 2022. As of 1 December 2022, all access to Client Reporting will be guarded by MFA.

Can I still share my login details with my assistant / administrator?

For your own protection, no. Every person accessing Client Reporting should have their own username and password per profile. Should an assistant or administrator leave, the advisor is able to revoke access. This protects the advisor’s clients and their personal information.

How can I revoke access to an assistant / administrator who no longer works for me?

Please send our Support Team an email to confirm which member should no longer have access to your profile, and their access will be revoked with immediate effect. A member of the Support Team will confirm once this request has been completed.

My assistant / administrator does not have access. How do I arrange this?

An email from the Financial Advisor is required to add a new user to their profile. We will also require their mobile number to enable the MFA.

We’re always looking for ways to better serve our clients and their clients. If you would like to find out more about our dashboards, kindly book a demo. You can do so by contacting our Support Team.