Introducing the end-to-end platform that values what your clients value

Attract, retain and engage new-gen investors at scale
See how it works
Assess
Our diagnostic framework and interactive platform make it easy to capture what matters most to your clients.

While some platforms focus on determining risk tolerance and time horizon, Seeds can help you discover what your clients truly want out of their investments–and their advisor.
Seeds Assessment screen
Invest
Based on your guided conversation, Seeds automatically creates a recommended portfolio that aligns your clients’ values with their money.

Seeds can even analyze an existing portfolio and show a side-by-side comparison that shows how your recommendations are a better fit.
Seeds Investment Goals screen
Engage
What’s your client thinking during a market downturn? How do you know if a recommended investment is living up to its promise? How do you streamline quarterly review calls?

With Seeds, all that knowledge is at your fingertips so you can deepen your relationship and increase retention.
Seeds Portfolio screen

We created a better way for advisors to deliver a personalized experience at scale

30 minutes icon
Quickly assess investors across:
goals, mindset, and values
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Implement portfolios in minutes
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White-labeled for your use
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Nothing to install
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Generate and present a personalized, multi-asset class portfolio
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No required integrations
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Works with your existing platforms
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Compatible with all operating systems
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Present investor-tailored insights and content in client reviews
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Available anywhere, any time
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Dedicated support available
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Bank-level security and encryption
Ready to grow your business with Seeds?
Schedule your personalized demo today.
Schedule a Demo