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Re-balance 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 re-balance
Seed Analytics allows advisors to re-balance 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.
Re-balance client portfolios
Re-balance 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.


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.
What our clients are saying


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