Altruist and Seeds Partner To Help Advisors Deliver a More Meaningful Investing Experience
By partnering, Altruist and Seeds will sync profound client understanding with advanced automation, empowering advisors to deeply assess investors, seamlessly deliver custom portfolios in Altruist accounts, and engage investors with meaningful portfolio insights. The Seeds’ platform delves into clients' preferences and values, offering tailored strategies, while Altruist ensures streamlined execution. Our joint effort goes beyond investment management; it fosters deeper client relationships, aligns financial strategies with personal convictions, and champions meaningful investing.
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Luminary Presents A Fireside Chat Featuring Seeds: Do Your Investments Align With Your Personal Values?
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