Investing Made Meaningful

Seeds empowers financial advisors to create personalized investment experiences at scale while alleviating operational complexity.

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Reimagine Your
Investing Journey

Proposing, creating, and managing personalized portfolios shouldn’t cost all of your time. Seeds’ end-to-end investing experience is designed to maximize client engagement and minimize manual portfolio operations through four interconnected workflows.

Assess

Attract and onboard new clients with a white-labeled assessment that goes beyond risk tolerance to uncover what matters most to investors.

Propose

Generate personalized portfolio proposals that align clients’ values, risk tolerances, preferences, and goals with their money.

Invest

Implement portfolios at the click of a button, and automatically conduct ongoing portfolio operations, like UMA rebalancing, tax-loss harvesting, tax transitions, cash raises, and more.

A financial portfolio management interface showing account allocation details across various asset classes, with specified minimums and values for different investment sleeves including US Large Cap, Mid Cap, Small Cap, and bonds.

Engage

Access the knowledge you need to improve client communication, deepen relationships, increase retention, boost referrals, and earn lasting trust.

A stock analysis page for Chevron Corporation (CVX) showing company overview, market cap of $280B, and recent performance metrics including shareholder returns and production figures.

Seeds Works For You
and Your Clients

Putting your clients at the center of their investing experience shouldn’t mean putting your needs second. We designed a front- and back-end investing experience that prioritizes advisors just as much as clients.

A target allocation editing interface for Jim Halpert's portfolio, showing detailed breakdowns for Equity (65% total, with 50% Large Cap, 12% Mid Cap, 3% Small Cap), Fixed Income (32% total, split between 15% Global Bonds and 17% Muni Funds), and Alternatives (3% in Global Liquid Alts). The interface includes plus/minus buttons for adjusting percentages and options to add new sleeves.

Build Personalized
Portfolios at Scale

More personalization doesn’t have to mean more work. Assess client needs that clearly connect to diversified, custom portfolios consisting of Seeds’ custom indexing or fund options across asset classes.

Automate Back-End Tasks

Leverage a UMA structure to shape portfolios around client values, interests, and investment preferences in a repeatable, systematic way. Enjoy automatic rebalancing at the sleeve level, tax-loss harvesting, and tax transition strategies with ease.

A tax and cash management settings page showing trade instructions for AAPL, with tax transition and tax loss harvesting enabled, a capital gains budget of $30,000, monthly cash raise of $2,000, and options to implement, save as draft, or cancel the settings.

Differentiate Your Firm Without Selling Outperformance

Clients shouldn’t equate advisor value with their ability to generate market “alpha.” Stand out by promoting your value through effective asset allocation, tax location, loss harvesting, systematized rebalancing, asset allocation, tax location, loss harvesting, systematized rebalancing, and more.

A screenshot from Seeds Investor platform showing a questionnaire page. The user "Bart Simpson" is presented with a statement: "It's important to explore and implement emerging investment ideas and strategies." There are four response options: Strongly agree, Somewhat agree (which is selected), Somewhat disagree, and Strongly disagree. The page has navigation buttons for "Back" and "Next step" at the bottom, along with a "Save and finish later" option. The left side shows a dark green panel with the user's initial "B" and sections for "FINANCIAL GOALS" and "INVESTOR MINDSET.

Deliver a Client-First
Investing Experience

Win the hearts and minds of your clients by providing a different kind of investing experience that aligns investments with what’s most meaningful to them. Seeds uses client assessment results to sort investors into one of nine investment mindsets—allowing you to better understand their needs, connect in meaningful ways, and deliver value.

View Side-by-Side
Portfolio Comparisons

Visually demonstrate how your proposed portfolio compares against their current portfolio. Tell clients powerful stories about asset location and convey a strong value proposition to your prospects.

This image shows a portfolio management interface comparing current and proposed investment allocations, with additional details about specific holdings.

A stock analysis page for Microsoft (MSFT) with a market cap of $3.02T, detailing the company's focus on digital literacy and inclusion initiatives, including TEALS program expansion and Skills for Jobs initiative reaching 80 million jobseekers.

Share Meaningful Insights

Focus conversations around what matters most to each client. Is values-alignment a primary motivator? Share portfolio updates that resonate. Your client is more interested in emerging trends? Share stories about their exposure to certain sectors and companies.

Grow Your Business with Seeds

See how Seeds fits into your tech stack to power streamlined investment operations when you schedule a personalized demo with our team today.

Schedule a Demo