A Clearer View of You and Your Client

When clients truly understand what they own, they become better stewards of their wealth and stronger partners to you. 

That’s why Seed Analytics makes it simple for you to show your clients everything in one place (in 5 minutes flat!): 

• What they own - every investment account, whether managed by you or self-managed. 

• Where it’s held - across platforms and providers. 

• How it’s performing - with clear IRR and asset allocation over time. 

All performance figures are shown net of every fee (fund, platform, and advisory), giving your clients a crystal-clear picture of their real returns. 

Each statement is fully branded to your practice and ready to send through a five-minute, bulk email wizard. One click, and your clients receive personal, professional, transparent statements that build trust and engagement, month after month. 

Because when your clients understand their investments, they value your advice even more. 

Discover how Seed Analytics helps you put your clients first