FAQ
Common Questions
What does the Seeds platform do?
What does the Seeds platform do?
Seeds is intelligent software that helps financial advisors deliver personalized portfolios tailored to each client’s needs, preferences, and circumstances, automated across their book of business—while removing the manual work of investing, proposals, and client insights.
What kind of advisors are a good fit?
What kind of advisors are a good fit?
Seeds is ideal for growth-minded advisors seeking personalization without added complexity. It’s built for RIAs who want to streamline proposals, trading, and insights—especially if you're tired of clunky TAMPs or feel that scaling personalization has been a struggle.
What are the core features?
What are the core features?
It starts with a smart, white-labeled assessment that uncovers values, goals, and investor mindsets. From there, advisors can generate clear, compelling proposals and automate everything from trading to tax-aware rebalancing. Dynamic client profiles and ongoing insights deepen relationships over time, all supported by a responsive team and a seamless, all-in-one platform.
How do you manage my accounts day-to-day?
How do you manage my accounts day-to-day?
We manage your clients’ accounts daily through automated, tax-aware trading that includes rebalancing, cash management, and loss harvesting. Cash is proactively managed for withdrawals or inflows. Our team conducts thorough oversight daily, ensuring portfolios remain aligned with investor preferences, needs, and risk tolerances.
Are you a TAMP?
Are you a TAMP?
Seeds isn’t a typical TAMP. While it handles proposals, trading, and rebalancing, it goes further—personalizing portfolios to each client’s goals, values, and mindset. It’s for advisors who want TAMP efficiency without losing client connection.
Are you a subadvisor?
Are you a subadvisor?
Yes. Seeds functions as a subadvisor (sometimes called a money manager) at Schwab and Fidelity.
Who manages the portfolios?
Who manages the portfolios?
Seeds’ investment team manages portfolios through a systematic and team-based approach designed for tax efficiency, personalization, and long-term outcomes.
What does your investment management entail?
What does your investment management entail?
Our investment process entails an evidence-based approach to market research; portfolio design that balances tradeoffs such as tax costs, client values, personalization, and risk/return and implementation centered around tax-aware daily management and structured monthly and quarterly oversight to keep portfolios aligned with their mandates.
Can I use my own models?
Can I use my own models?
Yes. Seeds’ models are designed as modular building blocks by asset class that can be combined in many different ways to reflect each client’s unique preferences, values, goals, and risk tolerance. You’re also welcome to bring your own models to supplement or replace Seeds strategies, we’ll help configure them to fit seamlessly within our personalization framework.
How do you make money?
How do you make money?
Seeds charges basis points (bps) on assets managed through our platform. Pricing aligns with the value we deliver through technology, investment management, and client experience.
What custodians do you work with?
What custodians do you work with?
We work with Schwab, Fidelity and Altruist.
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“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”
Dace DeKruif
Silver Strand Financial Planning
“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”
Dace DeKruif
Silver Strand Financial Planning
“Seeds makes investment management seamless, reducing manual tasks and simplifying workloads.”
Neil Cashes
Conway Wealth
“Now I can offer something my clients didn’t even know they wanted, but when I tell them, they say, ‘Wait, you can do that?’”
Dace DeKruif
Silver Strand Financial Planning
“It’s not just another investment platform. Seeds helps clients invest in what matters to them without compromising performance.”
Guillaume Decalf
Oui Financial
“Seeds is so crucial in managing the nuances of investment and portfolio management for my socially conscious clients. It takes that burden off my shoulders completely.”
Melissa Reaktenwalt
EViE Financial
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