From assessment to investment with ease.

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.

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.

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.

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.

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.