From assessment to investment with ease.

The platform for advisors who want to streamline investment planning and deliver a meaningful investing experience.
  • Learn more about every investor
  • Generate tailored proposals that resonate
  • Implement personalized portfolios in minutes
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Many tools overcomplicate the client investing experience and portfolio operations. Seeds is different.

With Seeds, advisors can better assess investors, personalize portfolios, and present engaging insights–all in one digital solution.

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

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
Our end-to-end platform lowers expenses by streamlining your proposal, portfolio, and investing operations.
ENHANCE CLIENT RELATIONSHIPS
Reduce time spent behind the scenes; spend more time building meaningful and lasting connections with your clients.
See how it works
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'

Seeds Insights

Find expert guidance, industry advancements, and strategic resources designed for the modern advisor.
Read More
Read More
From the Ground Up: Episodes 6-10
Practice Management
From the Ground Up: Episodes 6-10
How Different Investor Personas Might Behave Ahead Of Presidential Elections
Practice Management
How Different Investor Personas Might Behave Ahead Of Presidential Elections

More meaningful for your clients. More scalable for your firm.

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