As a financial advisor, we know you’ve got a lot going on. Servicing all your clients has a huge amount of admin attached to it. There are always many things that need to happen. While you’re focusing on meeting your existing clients’ needs, new clients can enter the picture with their own needs as well. Onboarding these clients comes with its own admin cycle too.
It’s not always quick and easy to complete risk assessments on your different offerings. Preparing for your touch-base meetings also takes time, as every session involves updating your client on their current investments and educating them on their options going forward.
What if you could simplify your way of working, reduce your admin and better advise your clients?
Seed Analytics has the potential to change how you work with your clients. We offer a reporting dashboard that empowers you to work productively and efficiently, making your life easier and increasing your value to your clients.
How does this help your day-to-day functioning as a financial advisor?
Firstly, our dashboard minimises the time you need to set up reports. You’ll have an overview of all of your client’s investments and it will take no time at all to see how their portfolio is performing. This can help you assess your client’s risks, as well as to see whether their portfolio is in line with their risk profile and strategy. With this information on hand, it’s easy to determine the next steps for their portfolio.
Secondly, the dashboard makes it easy to review how funds are performing across all of your clients’ portfolios. You can review your client book’s investments at funds level. If you need to reassess a fund, the dashboard makes it easy to shift those investments – all without you having to review your paperwork to remember who is invested where.
Best of all, the dashboard gives you an integrated view of what is happening across all the platforms and vehicles you have chosen for your clients. This can help you assess risk and advise your clients on where their next investment should take place.
Being backed by a powerful reporting solution also does wonders for your confidence. At any point in time, you’ll know what is happening with each of your clients’ portfolios. You’ll be able to offer them the best solutions and support possible. A confident financial advisor translates to a confident client – they know that you have their best interests at heart, and that you know what is happening in their investments. You become their go-to person when they need to make financial decisions and need information.
At the end of the day, our dashboard can give you a better way to manage the clients you already have. If you cut down on the time you spend on admin and reporting, you open up the possibility of recruiting more clients. With Seed Analytics on your side, you’ll be able to manage these new clients seamlessly from the get-go.
If you are looking to change how you work with your clients, and you would like to learn more about how Seed Analytics can work for you, click here to request a demo.