The end of advisor busywork.
Powerful software that makes personalized investing radically simple.
More Time For Clients
Free up one day every week with one-click implementation and a unified platform—no more toggling between tools.
Stronger Client Connections
Seamlessly uncover each client’s goals, beliefs, and motivations—so every recommendation feels personal.
Scale Faster
Automate operations and deliver personalized experiences that win trust and scale effortlessly.
Time savings based on reported Seeds user data. Individual results will vary.
“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”
Try Seeds today.
Book a DemoTestimonials are provided by current users and reflect their personal experiences. They are not a guarantee of future performance or success. All investing involves risk, including the potential loss of principal. Read more here.
How Seeds helps you.
From insight to implementation in four simple steps.
Uncover your client's full story so you can meet them where they are.
Gain a clear view of finances, values, and investor behavior—so every recommendation aligns with what truly matters.
Turn insights into proposals that match how your clients think and communicate.
Build portfolios with modular components and create clear side-by-side comparisons. Tailor proposals to match client communication styles.
With one click, Seeds handles transitions, trades, and portfolio alignment.
Use Seeds’ building blocks or bring your own models. We manage rebalancing, tax transitions, cash raises, and harvesting—while you stay in control.
Spend less time on admin and more on personal updates that build trust.
Deliver timely messages from market moves to portfolio updates. Share one-pagers and filter households by mindset, values, or theme for personalized outreach.
Get started without slowing down.
Seeds plugs into the tools, models, and custodians you already use. You don’t need to start over. You just need something that actually works.
Use our direct indexing, models, and custom UMAs — or bring your own.
Launch proposals
with one click.
We handle rebalancing,
cash raises, and transitions.
Connect seamlessly
with major custodians.
See what
Seeds can do.
Book a Demo
Seeds clears the clutter so you can focus on your clients.
Ready to see how it works?