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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 Practifi?

Practifi functions as a platform for optimizing performance, transforming data into practical insights and excellence on a broad scale. We enable wealth management firms to break free from the constraints of traditional CRMs and discover new opportunities. Unlike standard CRM systems, Practifi seamlessly connects your team, data, and premium tools, delivering the necessary visibility and oversight required to drive your organization forward. Our enterprise workflow engine, open API, and extensive analytics streamline data sources, improving both actions and insights. Recognized as a top contender in the industry, Practifi has garnered multiple awards for its innovative features and smart platform design. We believe that partnership is a promise that goes beyond simply resolving issues as they emerge. Our committed team works hand in hand with clients to address their challenges or develop solutions when they are not readily available, ensuring we effectively adapt to their changing needs and provide ongoing support. This collaborative approach helps us foster long-term relationships that contribute to mutual success.

Media

Media

Integrations Supported

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks

Integrations Supported

Addepar
CircleBlack
MoneyGuide
Wufoo
Zocks

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$80 per user per month
Billed annually
Free Version
Free Trial Offered?

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

Practifi

Date Founded

2013

Company Location

Australia

Company Website

practifi.com

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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