We are a guiding voice in the industry for how advisors and individuals can connect money and meaning. We spoke with Bob Powell about how Seeds is changing the conversation, the ESG evolution, current events, and why independent advisors have an advantage in personalizing relationships for clients. Checkout the latest episode of the Callaway Climate Insights Podcast here
Do you really know what you’re empowering with your portfolio? Seeds delivers a more purposeful, personalized, and engaging experience when it comes to investing. Our platform enables investors to better understand what they own and to ensure portfolios better align personal values with financial goals.
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Seeds is a software platform for financial advisors to better assess investor needs and values and to automatically deliver customized portfolios that align. Use Seeds to attract new clients, deepen existing relationships and grow your business for the future.
Please fill out the information below and the Seeds team will be in touch to address your needs.