Product Updates: April 2025

Household Assessments, New Investment Series & Deeper Insights

Designed to provide advisors with deeper insights, more streamlined workflows, and greater flexibility in serving clients, this month’s product releases include powerful new features and simplified workflows built to help you work smarter and make every client interaction more meaningful. 

Let’s take a closer look at what’s new in the Seeds platform this April.

Gather Meaningful Household Insights 

Advisors can organize clients into Households and launch Multiple Assessments within a household. This means that every client—or Member of a Household—can take an individual assessment and better understand their unique investor mindset. 

Each household member can also take the assessment an unlimited number of times—making it simple for advisors to update client information at annual review meetings or during financially significant life events.

While a Household’s investment proposal defaults will be based on the Primary Household Member’s assessment, advisors can better customize portfolios by taking into account each Household Member’s assessment results. 

Look Back in Time in the New ‘History’ Tab

We also improved navigation to make getting around your Seeds account smoother and more intuitive.

Instead of using the left-side panel within a household, everything you need is now available in the top navigation bar, including a new tab called History, where you can view all saved proposals, archived assessment results, and logs of account implementation and ongoing service requests. 

New Investment Series: Factor Fund Series

The Seeds Global All Cap Factor Funds model is now live. Streamlined for cost and tax efficiency, the Factor Funds Series provides a broadly diversified focus toward higher expected returns and seeks to outperform a globally diversified benchmark using a multi-factor approach. 

Learn more about the new Factor Funds Series in our Factsheet, and reach out to our team if you want to learn more.