Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 SeedDMS?
SeedDMS is a free document management system that features an intuitive web interface, tailored for the needs of small to medium-sized enterprises. It is developed using PHP and is compatible with both MySQL and sqlite3, ensuring smooth operation on Linux, MacOS, and Windows systems. Over the years, it has evolved into a powerful, enterprise-ready solution for effective document sharing and storage. Prior to deploying SeedDMS on your own server, you have the opportunity to test our demo installation, where you can access it with 'admin' as both the username and password. Please note that the maximum allowable file upload size is 5 MB, and the database may undergo periodic clearing without any prior notice. If you want to run your own SeedDMS instance for a brief period, you can utilize "Play with Docker" (PWD) by clicking the button below after logging in with your Docker credentials. This platform provides a completely web-based user interface, allowing for robust management of users and groups, external authentication capabilities, and informative notifications regarding any modifications. With these capabilities, SeedDMS not only simplifies document management but also significantly improves teamwork and collaboration among users, making it an essential tool for enhancing workflow efficiency. Additionally, its ongoing development ensures that users will benefit from new features and improvements that align with their evolving needs.
Integrations Supported
Microsoft 365
Microsoft Excel
Microsoft Word
MySQL
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
SeedDMS
Company Location
Germany
Company Website
www.seeddms.org/index.php
Categories and Features
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control