Put Clients First by Making Wealth Understandable

Clients cannot engage fully if they cannot see the full picture. Seed consolidates all investment accounts, including self-managed assets, into one clear view so clients can understand:

• What they own

• Where it’s held

• How it’s performing through IRR

• How it’s allocated

Performance is shown net of fund, platform, and advisor fees, giving clients a transparent view of real outcomes.

When clients understand their wealth, they become better stewards. They ask better questions. Conversations become more focused and constructive.

With fully branded reporting and a five-minute bulk email wizard, you can send consolidated reports to your entire client base quickly and consistently.

Putting clients first starts with clarity.

Already using Seed? Use the bulk email wizard to share net-of-fee performance reports.

Not on Seed yet? Book a demo and see how transparency strengthens client engagement.

Turning Client Data Into Better Decisions

Most advisory practices aren’t short on data.

They’re short on clarity.

Between AUM figures, age bands, household structures, and platform reports, it’s easy to default to familiar patterns, focusing on the biggest balances or the loudest clients. The result is reactive reviews and missed opportunities.

Seed helps advisors step back and use their data more intentionally.

Let’s consider this example of an advisor’s data:

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A few observations from the data:

• The total number of clients (260) is not the same as the number of households. The more relevant metric is households (120).

• Keep the Pareto Principle in mind: roughly 10% of households (about 12 families) typically generate 90% of revenue.

• The households with the highest AUM, and therefore the highest current revenue (often ages 60–79), are not automatically the most profitable segment.

• Consider which households in their 40s and 50s are accumulating aggressively or building businesses today, they may become your most profitable relationships over the next decade.

By bringing client information into one clear view, Seed allows you to segment your client base in a way that supports better decisions and better conversations:

• See the 10% of families driving profitability todayThese clients currently underpin your practice and benefit from consistent, structured engagement.

• Figure out the 10% most likely to become highly profitable in the futureOften overlooked, these families may not yet have the largest balances, but they represent long-term growth and retention.

• Then there’s always the 10% who need your help the most, regardless of profitabilityFamilies facing complexity, transition, or uncertainty, where good advice matters most.

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This approach moves your focus away from gut feel and toward intention. It helps you plan meetings with purpose, allocate time more effectively, and tailor conversations to what truly matters to each client.

Seed doesn’t give you more data. It helps you use the data you already have.

Already on Seed? Use your data to segment clients and plan your next review cycle with confidence.

New to Seed? Book a demo and see how Seed turns client data into meaningful action.

Schedule Client Review Meetings With Purpose

Client review meetings take time.

Too often, they also lack focus.

Many advisors spend hours preparing, only to have conversations drift between platforms, statements, and disconnected questions. The result is meetings that feel busy, but not always productive.

Seed Analytics helps you change that

Whether you manage 50 clients or 500, Seed Analytics gives you the structure and information to run review meetings that are focused, relevant, and valuable to your clients.

Instead of reacting in the meeting, you arrive prepared.

Here’s how advisors are using Seed Analytics to do that:

• Use your Online Book Report (OBR) to decide who to meet with. See your full client list, not just the largest accounts, and intentionally select the next group of clients to engage. Planning 20 meetings might result in 10, but they’re the right 10.

• Start the conversation with the end goal in mind. Ask open-ended questions about where the client is heading, then use your consolidated investment report to answer portfolio questions immediately, without switching between systems.

• Go deeper with a personalised Wealthstack dashboard. Track goals, progress, and decisions over time, turning one-off reviews into ongoing engagement.

Seed gives you the information you need to run meetings with purpose, not pressure.

Less scrambling. More clarity. Better conversations.

Already on Seed? Use your data to run more efficient, meaningful review meetings.

New to Seed? Book a quick demo and see how Seed simplifies your preparation.