Automate the repeatable work
Reduce recurring reporting, data gathering and administrative workflows that keep finding their way back onto your desk.
Dataseka for Financial Advisors & Planners
Spend more time with clients. Less time running the business.
Automate reporting and admin, bring your business data together and get the answers you need without building an IT or analytics team.
THE DATASEKA ADVANTAGE
Keep the business moving while you're with clients.
A small advisory team cannot afford to spend half the week operating the systems behind the business.
Know where to focus
Bring client, revenue and activity data together so you can quickly see what needs attention.
Create what you need yourself
Ask Seeka questions and turn the answers into charts and dashboards without calling an analyst every time.
SERIOUS CAPABILITY
Serious capability. Without the enterprise overhead.
Financial advice is regulated work. You still need control over sensitive client information, but you should not need an enterprise IT department to get it.
Keep client data governed
Control who can access your data and what they can do with it, with clear permissions across your team.
Contact us →Work with the tools you already have
Connect the spreadsheets and business systems already running your practice instead of creating another technology project.
Explore data connections →Premium SaaS, not an enterprise programme
Get AI, automation and analytics capability without the infrastructure, specialist hires and long implementation cycles usually associated with enterprise platforms.
View Premium pricing →Data connections
Works with Supabase, Postgres, BigQuery, and more.
Dataseka connects with most databases out there — so your data stays exactly where it is, no migration required.
Request a connector
LET'S TALK
Get the capability without building the team.
Bring us the reporting, admin or data workflow that is taking time away from clients and growth.
We’ll help you turn it into a simpler, secure workflow with the AI and analytics capability of a much larger team.