You know what your clients deserve. Your tech shouldn’t hold you back.
Seeds is the complete investment system built for advisors delivering the future of advice.
Client expectations are rising. Great advisors are ready to meet the moment. But legacy technology remains a patchwork of portfolio tools, clunky trading, and disconnected workflows.
Seeds delivers powerful investment capabilities, systematic trading, and an experience modern investors will love – all in one, unified platform.
Unified managed accounts
Provide complete portfolios across households in unified managed accounts (UMAs), enabling multi-manager solutions in one account.
Integrated investment system
Access direct indexing, tax-aware SMAs, flexible model solutions across asset classes – all configured to your needs.
Systematic, tax-efficient trading
Systematically rebalance, continually tax-loss harvest, and simplify cash management – designed to your firm’s preferred trading rules.
Strategic transitions
Leverage simple workflows to migrate one or many accounts tax-efficiently with ease, all while conveying tax efficiency value to clients.
Fully integrated workflows
Connect the dots across the full lifecycle, from investor discovery to portfolio construction, proposals, and implementation.
Connected client experience
Deliver client-centered storytelling that makes each investor feel heard, understood, and well supported.
From advisors who saw what was possible. To advisors ready to deliver what’s next.
Value beyond the tech
We know we’re most valuable not just as your tech provider but as your long-term partner. Our people are here to support you across all of our capabilities.
Investment team
Connect directly with an experienced investment team to brainstorm through an investment lineup, discuss model management, prep proposals, and more.
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Trading team
Directly access a full trading team for continual support, from last-minute client requests, to complicated edge cases, and everything in between.
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Advisor support
Work hand-in-hand with our support team for any ongoing needs, from password resets, to custodial integrations, to best practices, and more.
More Details“I didn’t realize how much time I was wasting until I started using Seeds.”
Melissa Reaktenwalt
EViE Financial, Seeds User
Drag
“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
