From assessment to investment with ease.
- Learn more about each investor
- Generate tailored proposals that resonate
- Implement personalized portfolios in minutes
An end-to-end investing experience
Attract
Sometimes advisors put themselves at the center of the investing process, telling prospects their story about investment management; how they manage money, what funds they use, their opinions about markets.
But advisors know that clients just want to feel heard and understood. Seeds empowers advisors to put the client at the center of the investing experience by allowing them to tell their story.
Assess
Some investor assessments focus solely on risk tolerance and only scratch the surface of truly understanding clients as investors.
With Seeds, assess clients three dimensionally, including their needs, goals, and capacity for risk, along with their values, thematic interests, and investing behaviors. Investors immediately feel understood as you present their investor persona.
Propose
Some proposal tools focus only on displaying charts, graphs, and stats, that aren’t tailored to client interests, needs, and motivations.
With a deeper understanding of what your prospect cares about and what motivates them, you can build trust quickly, propose the portfolio, demonstrate your value, and close with ease.
Invest
Move your client’s assets to the right portfolio quickly and easily.
Seeds offers a variety of SMA and fund options to satisfy your client’s full allocation needs.
Bring your proposal to life in minutes using the Seeds tax transition execution and portfolio implementation services.
Manage
Seeds supports you post-implementation by providing tax loss harvesting, automated rebalancing, and ongoing account maintenance services so that you can spend your time where it matters most– serving your clients.
Maximize a meaningful investing experience. Minimize the investing operations burden.
See How It WorksAttract new clients
Stand out by telling a different investing story—help clients tell theirs.
Convey your value
Quickly communicate the value you deliver in portfolio management.
Reduce your costs
Lower expenses by streamlining your proposal, portfolio, and investing.
Enhance client relationships
Reduce time spent behind the scenes; spend more time building meaningful and lasting connections with your clients.