Wealthstack by Seed Analytics
A goal-based planning tool with shared client dashboards
Managing many clients can strain your resources, impact service quality, and disrupt work-life balance. Wealthstack by Seed Analytics provides the planning and automated engagement tool to scale your practice without compromise.
Boost Your Business
Wealthstack's dynamic dashboards allow you to manage more clients, streamline operations and consolidate data - all in one intuitive platform.
Delight Your Clients
Keep clients engaged and informed with a tool designed to guide them toward financial freedom.
Streamlined Client Management
Save valuable time with automated dashboards and consolidated client data.
Goal-
Based Engagement
Help clients track their progress and stay focused on their goals.
Branded
Client
Portals
Strengthen your brand with customized, professional platforms.
Multi-Currency and -Jurisdiction Support
Deliver seamless services to clients with global assets or who relocate.
Transform Client Engagement with Wealthstack
Clients disengage when their financial goals feel out of reach
Clients want more than annual updates - they crave real-time insights and a clear connection to their financial goals.
Wealthstack by Seed Analytics helps you deliver the insights they need, boosting satisfaction and trust.
Adapt to Changing Client Expectations
Outdated processes make you seem disconnected and uncompetitive
Today’s clients expect intuitive, tech-driven experiences. Without modern tools, you risk losing relevance and wasting hours on manual updates before client meetings.
Wealthstack by Seed Analytics keeps you ahead with secure, branded platforms that simplify your workflow and meet client needs.
Wealthstack Helps You Achieve More
Why Use Wealthstack’s Dynamic Dashboards?
300+ Clients
100's of Hours
Handle more clients with efficiency and precision.
Reduce time spent managing goals and preparing for meetings.
225% Improved Engagement
Improve client involvement with consistent, meaningful updates
Wealthstack by Seed Analytics empowers you to work smarter, scale your practice, and keep your clients informed and engaged - all with ease.
Dashboards
How the Wealthstack Dashboards Work
Step 1
Consolidate
All your clients' financial data, including legacy documents, is gathered in one secure platform.
Step 2
Analyse
Dynamic dashboards and a powerful recommendation engine provide actionable insights on performance, goal progress and tailored investment strategies.
Step 3
Engage
Keep clients responsive and informed with branded dashboards, efficient task tracking and tools that ensure seamless communication.