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Rebalance your book with the click of a button

Advisors often don't have the time to re-risk clients who are out of mandate

One-click rebalance

Seed Analytics allows advisors to rebalance client portfolios at the click of a button into a shortlist of funds

Reduce your risk

Advisors who use Seed Analytics reduce their own risk, secure their brand and increase credible touch points with their client base

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Identify Clients at Risk

Identify clients at risk who are outside of their mandate

Rebalance Client Portfolios

Rebalance client portfolios by switching to the shortlisted funds

Generate Documentation

Generate a PDF switch form with a summary for Record of Advice

Stay Top of Mind

Create an authentic touch-point with all your clients

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Rebalancing Simplified with Seed Analytics

Can you afford to put in the time to rebalance all your clients' individual portfolios?

Book a demo to see how Seed Analytics allows you to rebalance at a click of a button.

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Turn Risk into Opportunity with Seed Analytics

Don't risk your reputation

Portfolios that don't align to the advice given puts your reputation at serious risk, but the re-balancing process can take so long that it limits the size of your book.

We turn risk re-balancing into an opportunity for positive engagement and increased touch points for your whole book.

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The Seed Analytics Rebalancing Process

How Rebalancing Works

Step 1

Select the portfolio that needs rebalancing

Step 2

Click "Rebalance"

Step 3
Send Forms

Send through the forms for your client to sign

What our clients are saying

"Monthly reporting always meant 3 days out of 'normal' activities with huge stress, collation and checks. The sending out of monthly reports has now become a stress-free non-event."

Barry Hugo — Hampshire Independent Advisors

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