Rebalancing

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

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

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

Select the portfolio that needs rebalancing

Step 2
Rebalance

Click "Rebalance"

Step 3
Send Forms

Send through the forms for your client to sign

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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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