From assessment to investment with ease.

The platform for financial advisors who want to scale investment operations and deliver a more meaningful investing experience.
  • Learn more about each investor
  • Generate tailored proposals that resonate
  • Implement personalized portfolios in minutes
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An end-to-end investing experience

Seeds supports advisors across each step of your process, designed to maximize every client moment and minimize time spent on administrative tasks.

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.

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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.

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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.

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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.

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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.

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Maximize a meaningful investing experience. Minimize the investing operations burden.

See How It Works

Attract 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.

As featured in
Nasdaq Trade Talks
RIA Biz
Investors Business Daily
Wealth Solutions Report
Financial Planning
Forbes
Wealth Management
Businesswire
Morningstar
Yahoo!Finance
Investment News 'In the Office'
FA-Mag
Alley Watch
VettaFi
Nasdaq Trade Talks
RIA Biz
Investors Business Daily
Wealth Solutions Report
Financial Planning
Forbes
Wealth Management
Businesswire
Morningstar
Yahoo!Finance
Investment News 'In the Office'
FA-Mag
Alley Watch
VettaFi
RIA Biz
Financial Planning
Forbes
Wealth Management
Businesswire
Investment News 'In the Office'
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