Product Updates: April 2025

Designed to provide advisors with deeper insights, more streamlined workflows, and greater flexibility in serving clients, this month’s product releases include powerful new features and simplified workflows built to help you work smarter and make every client interaction more meaningful.

Let’s take a closer look at what’s new in the Seeds platform this April.

Gather Meaningful Household Insights

Advisors can organize clients into Households and launch Multiple Assessments within a household. This means that every client—or Member of a Household—can take an individual assessment and better understand their unique investor mindset.

Each household member can also take the assessment an unlimited number of times—making it simple for advisors to update client information at annual review meetings or during financially significant life events.

While a Household's investment proposal defaults will be based on the Primary Household Member's assessment, advisors can better customize portfolios by taking into account each Household Member's assessment results.

Look Back in Time in the New ‘History’ Tab

We also improved navigation to make getting around your Seeds account smoother and more intuitive.

Instead of using the left-side panel within a household, everything you need is now available in the top navigation bar, including a new tab called History, where you can view all saved proposals, archived assessment results, and logs of account implementation and ongoing service requests.

New Investment Series: Factor Fund Series

The Seeds Global All Cap Factor Funds model is now live. Streamlined for cost and tax efficiency, the Factor Funds Series provides a broadly diversified focus toward higher expected returns and seeks to outperform a globally diversified benchmark using a multi-factor approach.

Learn more about the new Factor Funds Series in our Factsheet, and reach out to our team if you want to learn more.

Disclosures: The investor persona assessment is provided for informational purposes only and does not constitute personalized investment advice or a recommendation to pursue a particular investment strategy. Results of this assessment should not be relied upon exclusively when making investment decisions. All investing involves risk, including possible loss of principal. Investors should consult their financial advisor to discuss individual circumstances, objectives, and risk tolerance before making investment choices. The information provided in this document is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. Investing involves risks, including the potential loss of principal. There is no assurance that any investment strategy, including factor-based investing, will achieve its intended objectives. The effectiveness of tax-efficient strategies depends on individual circumstances and market conditions. Investors should consult a financial professional before making any investment decisions.

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