+
+

Related Products

  • CrankWheel
    220 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • NaviPlan
    Visit Website
  • Gearset
    305 Ratings
    Visit Website
  • Numa
    14 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Paladin POS
    28 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website

About

Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience.

About

When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Independent financial advisors and small-to-mid RIAs seeking a solution to engage clients

Audience

Institutions requiring a platform to improve their financial planning operations and grow their business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Seeds
Founded: 2019
United States
useseeds.com

Company Information

Simplicitree
United States
www.simplicitreeplan.com

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
BITA Risk

BITA Risk

corfinancial
inStream

inStream

inStream Solutions
MoneyGuide

MoneyGuide

Envestnet
ReportWa

ReportWa

Hexaview

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Seeds and update features and information
Claim Seeds and update features and information
Claim Simplicitree and update features and information
Claim Simplicitree and update features and information