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What is Seeds?

Seeds is a cutting-edge investment management platform tailored for registered investment advisors (RIAs) that emphasizes a human-centric methodology. It enables advisors to thoroughly comprehend their clients' goals, values, and risk appetite through a structured onboarding process complemented by sophisticated risk assessment tools. With Seeds, advisors can effectively devise and evaluate customized, values-oriented portfolios, generate professional proposals, implement strategies, and disseminate insightful analyses, all within a unified digital environment. The platform boosts operational productivity by streamlining client onboarding, automating portfolio management, and alleviating advisors from mundane tasks, which allows them to focus more on meaningful interactions with their clients. Founded by experienced financial advisors, Seeds is revolutionizing the wealth management sector by fusing robust investment functionalities with smooth workflows and a client-centered, empathetic approach. This guarantees that advisors can genuinely tailor their offerings to meet the specific needs of each client, ensuring that every interaction is both impactful and relevant. Moreover, Seeds fosters a collaborative atmosphere where advisors can continuously refine their strategies based on direct client feedback, making the investment process more adaptive and responsive.

What is Hubly?

Hubly enables financial advisors to adopt a smooth and effective method for managing client relationships, which ultimately elevates the overall experience for households within the firm and transforms operations into a more organized and stress-free process that can grow effortlessly. This cutting-edge practice management platform, hosted in the cloud, integrates CRM functions with sophisticated workflow automation, role-based task allocation, conditional logic, and built-in reminders to ensure uniformity and minimize administrative errors. With over 100 pre-designed workflow templates addressing various tasks such as client onboarding, fund transfers, client assessments, meeting preparations, and staff training, Hubly guarantees a reliable and scalable client journey. Furthermore, it includes a centralized hub feed alongside client cards that monitor progress, outline upcoming tasks, summarize previous interactions, and clarify responsibilities, fostering transparency and accountability within teams. The platform’s user-friendly, no-code interface allows for easy creation, customization, and sharing of workflows, making it approachable for individuals of all technical backgrounds. As a result, Hubly not only boosts operational productivity but also facilitates improved collaboration and communication among team members, ultimately leading to a more cohesive work environment. This comprehensive approach ensures that both clients and advisors can benefit from enhanced service delivery and satisfaction.

Media

Media

Integrations Supported

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom

Integrations Supported

Calendly
Gmail
Mailchimp
Redtail CRM
Wealthbox
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$75 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Seeds

Date Founded

2019

Company Location

United States

Company Website

useseeds.com

Company Facts

Organization Name

Hubly

Date Founded

2019

Company Location

Canada

Company Website

www.myhubly.com

Categories and Features

Categories and Features

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