An investing platform designed to help advisors better serve more people without compromising their unique personal touch, Seeds makes it easy for financial advisors to deeply understand clients, deliver personalized portfolios, and streamline everything from proposal to management for a more valuable, hands-off investing experience.

Built to support advisors’ investment management workflows, Seeds empowers advisors to assess client needs, propose deeply personal portfolios, implement investments with ease, and engage in more meaningful, ongoing conversations—leading with insights they care about most.