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
Our diagnostic framework and interactive platform make it easy to capture what matters most to your clients.

While any platform can determine risk tolerance and time horizon, only Seeds can discover what your clients truly want out of their investments–and their advisor.
Seeds Assessment screen
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
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
Implement portfolios in minutes
White-labeled for your use
Nothing to install
5 minutes icon
Generate and present a personalized, multi-asset class portfolio
No required integrations
Works with your existing platforms
Compatible with all operating systems
2 minutes icon
Present investor-tailored insights and content in client reviews
Available anywhere, any time
Dedicated support available
Bank-level security and encryption
Ready to grow your business with Seeds?
Schedule your personalized demo today.
Schedule a Demo