Introducing Your New Best Business Friend

One of the service advantages that Seed Analytics offers its users is our new Online Book Report.

We’re quite proud of this innovation and how it helps to solve a number of problems in our financial advisors’ lives. This consolidated report pulls all of your clients’ investments data together across all platforms, so that you have a one-touch “book report” platform with all the information you need to run your business efficiently.

The following are the top benefits that we see time and time again for our advisors:

1. Help make informed decisions.

It’s a painful process for advisors to request updated reports from each of their providers - especially as these are not delivered in a standardized format. Our Online Book Report does this for you, by pulling all information from all of your platforms into one space. This decreases your admin time related to your business, and possibly reduces costs too if you are hiring staff to help you with reporting. We currently have access to 63 providers in South Africa, providing you with accurate and up-to-date information which you can use to make informed business decisions.

Not only can you drill down to see how providers and platforms are performing, but you can also deep-dive into each of your client’s portfolios. This helps you prepare for meetings more effectively and with the most current information. This can assist you advise each client on their next best move.

2. Book value is easy to determine.

Looking to sell your book as you retire? Or maybe you are interested in buying someone else’s book… Either way, our Online Book Report dashboard can help you to easily determine the value of the book, so that you can arrange a fair sale. With this approach there is no need to thumb suck or struggle with future value projections. You will be able to see the details of the whole book’s value. This helps both parties to make informed proposals and decisions. Your legacy investments will also be easy to spot in these reports, helping you to negotiate on the price of the book. The stress involved in a sale is removed with our Online book report.

3. Risk profiling is a breeze.

One of the more challenging aspects of a financial advisor’s job is risk profiling. This takes time, and is another task that needs to be fitted into your diary. It can often be the task that is left hanging while you focus on building other parts of your business. This is an important element of your business, being able to identify on a client level and practice level, if your clients’ investments are correctly placed according to their risk profiles is a great benefit. After you have identified the clients who are no longer within their risk profiles, you can attend to their investments by switching their exposure accordingly.

4. Manage your business in a simpler and more effective way.

With less time spent on admin and your business insights across your entire book risk profiling taken care of, you have more time to spend with your new and existing clients.

Implementing the correct software will add countless benefits to your business in the short term and long term.

Book a demo with us to see exactly how Seed Analytics can help you improve your internal reporting and to build your business going forward.

How to use data to plan your year

Data is a powerful tool. It can help us to make a number of important decisions - especially in our businesses.

Seed Analytics’ focus is to streamline your business practices and provide you with a low-admin reporting solution. However, having access to our dashboards offer some excellent advantages that you can make use of in your business. Here is how you can use our dashboards to plan for a stronger business year.

1. Keep an eye on your current investments

One of the ways that Seed Analytics can help you is to make the admin around balancing the risk on your books easier. Our dashboards hold the information regarding all the accounts that you manage. As investments fluctuate, this data is picked up within our reporting software. With a few clicks of the mouse, you will be able to see which funds need adjusting, and which clients you will need to talk to to get this right. This will save you time, and it is a good idea to plan at least three reviews like this for the year.

2. You will see where your opportunities lie to upsell your current clients

Having your clients’ full portfolios available at a click of a button will assist you in assessing which clients need advice on new products, or when it would be a good idea to chat to them about their current needs to adjust their cover accordingly. With the use of Seed Analytics dashboards, you can plan exactly when you would like to do your review with each client, based on the information in front of you. Don’t miss any opportunities you have at your fingertips.

3. Get an idea of how many new clients you need

Goal setting is an essential part of any business. When you are setting your goal for this year, take a look at either how many clients you would like to have as a whole, or how many clients you need to achieve your financial goals. You will then be able to work out how many clients you should onboard each month to make this happen.

4. Create a richer client experience

Using a tool like Seed Analytics can drastically free up admin capacity in your business. Instead of drowning in reporting duties that can be automated, your admin staff will be able to have richer engagements with your clients and support your practice in a variety of ways. Our reporting software is very easy to use, even if you would like to manage your practice yourself. If your admin assistant can work with our tools, it can help save them time so they have more time to support you with other important tasks.

Data provides you with practical feedback which will allow you to plan your next move. Not using Seed Analytics yet? Contact us to book a demo, and you will see how you can add more value to your clients in 2023.

Seed Analytics announces winners of University of Pretoria’s final year Computer Science projects

Seed Analytics believes in building a positive future for all. Working with Universities to support students in technology fields is, therefore, a natural component in the execution of this strategy.

The University of Pretoria offers a comprehensive Computer Science curriculum. The final-year Computer Science students must complete a year-long team project in which they showcase the final product at a project day event. The University invited Seed Analytics to participate in the judging of the projects. Students teams demonstrated their final year projects to a Seed Analytics team who, ultimately, selected a winning team for the Best use of Data.

Derek Gardiner, CTO of Seed Analytics, said, "It was an honour to select the best team for the Best Use of Data at the final year project event at Tuks. The students all presented awe-inspiring projects, and our team was very impressed with the deliveries and presentations the students gave during the showcase event. "

The team would like to extend congratulations to Regan Zhao, Andrey Omeltchenko, Tshegofatso Manthata, Christian Devraj and Gabriel Grobler for winning the Seed Analytics Data Science Prize for the best use of data.

We look forward to seeing how these students innovate in the future!