Short list of funds

As a financial advisor, you likely rely on a curated list of preferred funds or delegate portfolio management to a Discretionary Fund Manager (DFM). While managing client portfolios at a specific point in time is straightforward, the real challenge lies in ongoing oversight and alignment.

Seed Analytics’ Book Reports provide clear, impactful visuals to support this process, here's an example:

• Graph A illustrates that this advisor has 15 shortlisted unit trusts, yet client assets are spread across 289 additional funds—an all-too-common scenario.

• Graph B reveals that while R1.8 billion is invested in preferred (or shortlisted) funds, R700,000 remains in non-shortlisted options, underscoring the complexity of continuous portfolio management.

With Seed Analytics’ Book Reports, portfolio oversight becomes data-driven and transparent—eliminating guesswork and enabling more strategic decision-making.

Stop chasing client engagement - start sending it

What if client engagement doesn't take more effort but gets 10x more traction?

Many advisors start strong - sending newsletters, posting updates, sharing articles - but staying consistent is tough. That’s why Seed was built: to help you keep clients engaged automatically, with meaningful communication that doesn’t eat up your time.

If you’re already using Seed’s Statement Solution, you’re halfway there.But here’s what some advisors miss...those same statements can also double as powerful client touchpoints.

Every month, in just 5 minutes, you can send your clients a branded, consolidated view of all their accounts, performance, and asset allocation - beautifully packaged and automatically updated.

It’s simple, personal, and proven to get attention.

Seed statements achieve 10x higher open rates than traditional blogs or newsletters, because clients actually want to see their numbers.

Let’s unlock the full value of your Seed Statement Solution: Book a quick walk-through.

If you’re new to Seed: Book a demo and see how effortless client engagement can be.

Seed Analytics Unveils New Logo and Colours: Empowering Financial Advisors for the Next Decade

After a successful decade in the industry, Seed Analytics is thrilled to announce the launch of our new logo and company colours. This refresh represents our commitment to continuous innovation and supporting financial advisors in delivering exceptional service to their clients. With Seed Analytics, advisors can reduce administrative overhead, build trust with clients, reinforce their brand, and unlock new possibilities for growth.

A Decade of Growth

Over the past ten years, Seed Analytics has established itself as a trusted partner in the financial advisory space. Our platform has grown to report on over R180 billion in investments on a monthly basis, demonstrating our ability to handle complex financial data with precision and efficiency. We generate 350,000 consolidated portfolio statements per month, providing advisors and their clients with valuable insights and a comprehensive view of their investments.

Integration and Expansion

At Seed Analytics, we understand the pivotal role advisors play in shaping the financial success of their clients. To empower advisors and streamline their workflows, we integrate with over 65 local platforms, ensuring seamless data aggregation and reporting. Additionally, our offshore platform list is rapidly expanding, enabling advisors to offer comprehensive wealth management services to clients with international investments.

Supporting Advisors for Elevated Service

We recognize the exceptional work financial advisors do, and our goal is to support them in delivering an elevated service experience while minimizing administrative burdens. Seed Analytics solves the challenge of efficiently reporting to all clients, providing a centralized platform for streamlined communication and reporting. Our innovative book report analytics offer advisors valuable insights into their entire book of business, facilitating informed decision-making and efficient portfolio management.

Looking Forward

As we embark on the next decade, Seed Analytics is excited to continue our journey of innovation and collaboration with financial advisors. Our refreshed brand identity symbolizes our commitment to providing cutting-edge solutions that empower advisors to exceed client expectations, strengthen client relationships, and drive business growth. We remain dedicated to delivering value, integrating emerging technologies, and staying at the forefront of the ever-evolving financial advisory landscape.

New Logo

The launch of our new logo and company colours marks an exciting chapter in the Seed Analytics story. With our powerful platform, financial advisors can reduce administrative overhead, build trust with clients, reinforce their brand, and unlock new growth opportunities. As we forge ahead, we remain focused on supporting advisors and shaping the future of financial advisory services. Together, we are ready to embrace the challenges and opportunities of the next decade with enthusiasm and determination.