For Advisors Building What’s Next
Seeds Workflows
1.Assess
2.Propose
3.Invest
4.Engage
1.Assess
Lead with what makes
you human.
Personalization starts with better inputs. That’s why Seeds begins with a more intelligent, white-labeled assessment framework that helps you get to the heart of what makes your clients tick.
See the whole
investor.
Financial Goals
Financial Goals
Understand investors’ complete financial picture, including income and spending habits, short and long-term goals, confidence in their financial security, willingness to assume risk for better reward, and more.
Investor Mindset
Investor Mindset
Identify core beliefs and attitudes about investing. Each client is categorized into one of nine mindsets, offering powerful insights into how they think—and how to engage them.
Values & Thematic Interests
Values & Thematic Interests
Surface the causes, themes, and industries that matter most to each client, bringing alignment between money and meaning.
Connect
deeper
with more
clients.
2.Propose
Turn insight into
action.
Seeds translates client mindsets, values, and risk preferences into personalized investment proposals—automatically. Every proposal reflects what your client cares about and how they want to see information.
Speak your client’s
language.
Building Block Construction
Building Block Construction
Build portfolios using modular building blocks—like direct indexing models, thematics, or values-based exclusions—customized to each client’s preferences and goals.
Side-by-Side Comparisons
Side-by-Side Comparisons
Tell a colorful story about current vs. proposed portfolios and how they align with goals and preferences in a simple side-by-side comparison. Connect the dots across your client’s financial life to show how portfolios drive them toward their goals.
Adaptive Proposal Delivery
Adaptive Proposal Delivery
Proposals adapt to each client’s communication style. Big-picture thinkers see summaries and themes. Detail-oriented clients get deep dives. Show clients you’re listening.
“Seeds allows me to make a custom investment experience for each client without having to do a whole lot of work.”
Try Seeds today.
Get 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.
3.Invest
Invest with speed
and simplicity.
Seeds makes implementing proposal to portfolio effortless. With one click, accounts are transitioned, customized, and fully managed. Save time while serving clients better.
Efficient
Custom
Hands-Off
[ LIVE ] Less Time in the Weeds, More Time With Clients: Inside the Seeds Investing Experience
Webinar
Zach Conway
Kelsey McKenna
4.Engage
Speak to what
matters.
Go beyond quarterly reports. Seeds helps you deliver timely, relevant insights that speak to what your clients actually care about—values, stories, and strategy.
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