T-AdvisorTechRules
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Related Products
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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.
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About
The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Independent financial advisors and small-to-mid RIAs seeking a solution to engage clients
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Audience
Financial institutions and investors requiring a solution to manage their clients and investments
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSeeds
Founded: 2019
United States
useseeds.com
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Company InformationTechRules
www.techrules.com/es/t-advisor-desarrolla-nuevas-herramientas-basadas-en-inteligencia-artificial/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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