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.