Still putting clients in cookie-cutter portfolios?

Deliver a more personalized, meaningful investing experience at scale.

With Seeds, advisors can better assess investors, automate personalized portfolios, and present tailored reporting—all in one digital experience.

Your end-to-end growth platform

Attract new clients

Today’s investors want more than just ROI—they want a more digital, engaging and personalized experience.

Shorten sales cycles

Our end-to-end platform saves time with proposals, portfolios and presentations all in one place.

Connect meaningfully

When you know what matters, you can build deeper relationships that stand the test of time and market volatility.

See how it works

As featured in

Welcome new clients and increase wallet share

faster conversion

100%

increase in prospect conversions

25%

increase in current client assets

Figures are as of Dec. 31, 2022. Statistics include results from Seeds’ beta-testing period between January and December 2022. The performance shown is not necessarily indicative of future performance, which could differ substantially. This does not reflect the impact of material economic, market and/or any other material factors specific to your situation. The results shown were achieved by means of a mathematical formula. Calculation of figures can be viewed here.

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News & Updates

What we’re up to at Seeds, the latest news in new-gen investing, helpful resources, and more

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