It has been a while since the Protection of Personal Information Act (POPIA) was passed. We’re proud to say that Seed Analytics has always valued the privacy of every individual whose data is entered into our dashboards. It’s just how we do things, even before the new legislation was implemented.
Secure data is a component of the ethical business structure we support.
We came to the conclusion that Multi- Factor Authentication (MFA) for Client Reporting would be the next level of security that we could implement in our systems.
This is how it works:
Complete your username and password as per usual and click on “Sign in”
You will be directed to the following screen
A text message will be sent to the mobile number provided, which you should type in the text box above and then click on “Sign in”
After clicking on “Sign in”, you will be directed to the Client Reporting Dashboard as per usual.
What does this mean for our Financial Advisors?
Your login details for Client Reporting will remain the same. However, a passcode will be sent to your mobile number that will need to be entered on the portal before you are able to log in to Client Reporting.
When will this be implemented?
Seed Analytics will implement MFA using a phased approach starting in September 2022. All advisors and assistants / administrators will be required to implement MFA. The deadline for this implementation is 30 November 2022. As of 1 December 2022, all access to Client Reporting will be guarded by MFA.
Can I still share my login details with my assistant / administrator?
For your own protection, no. Every person accessing Client Reporting should have their own username and password per profile. Should an assistant or administrator leave, the advisor is able to revoke access. This protects the advisor’s clients and their personal information.
How can I revoke access to an assistant / administrator who no longer works for me?
Please send our Support Team an email to confirm which member should no longer have access to your profile, and their access will be revoked with immediate effect. A member of the Support Team will confirm once this request has been completed.
My assistant / administrator does not have access. How do I arrange this?
An email from the Financial Advisor is required to add a new user to their profile. We will also require their mobile number to enable the MFA.
We’re always looking for ways to better serve our clients and their clients. If you would like to find out more about our dashboards, kindly book a demo. You can do so by contacting our Support Team.
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