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
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
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 a PDF switch form with a summary for Record of Advice
Stay Top of Mind
Create an authentic touch-point with all your clients
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.
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.
The Seed Analytics Rebalancing Process
How Rebalancing Works
Select the portfolio that needs rebalancing
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