Seeds
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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ContentStudio
Streamline your social media and content marketing. Powerful content marketing and social media management platform for publishers, brands, agencies and, startups who want to share the best content consistently and increase their reach. All the tools you need to centralize your content marketing operations for all the channels including blogs, social networks and, newsletters. No more lack of data, email threads, spreadsheets, approval delays and, disconnected workflows. Find, analyze and share top performing content for any topic or industry. Plan and collaborate with your teams on an intuitive editorial calendar. Schedule content to all of your channels and networks from a single place. Track KPIs and measure performance across all the channels.
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Paper.li
Build your digital presence in minutes. We’ll bring you content to share every day. And a website that’s always fresh. Paper.li is your personal marketing assistant to build an active online presence. Content. Webpage. Social. Newsletter. You pick the topics and we'll deliver great curated articles to your inbox, every day. With a click you can share them on your personal webpage, social and newsletter. In minutes we’ll generate a personal webpage based on your interests, and help you keep it updated every day. Keep the conversation going across all your social channels by posting relevant content every day. Twitter, Facebook, LinkedIn. we have you covered. People can subscribe to you. Select the best content of the week. Hit send. If building your personal brand is your goal, choose content that represents all your layers, work, personal & passions. You decide what you want to be known for.
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MoneyGuide
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.
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