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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 SeedRM?

SeedRM is an exceptional and intuitive CRM solution tailored for Institutional Investors, enabling them to efficiently manage their relationships with various Investment Managers. With the advantage of internet access, users can reach SeedRM from nearly any location worldwide! The platform leverages its profound expertise in Investment Manager Due Diligence Advisory, backed by a team with significant experience in Financial Markets. Built on the robust and well-established Salesforce.com cloud platform, an unlimited number of licensed users can effortlessly access and share essential Investment Manager information, reports, and accompanying documents. Whether you are stationed at your office or on the go with a mobile device, SeedRM provides a user-friendly interface that helps users cultivate relationships without disrupting their daily tasks. Additionally, this powerful tool significantly boosts collaboration among team members, simplifying the process of staying organized and informed. By integrating these features, SeedRM not only enhances individual productivity but also fosters a more connected and effective team environment.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

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

Lenox Park Solutions

Date Founded

2009

Company Location

United States

Company Website

www.lenoxparkllc.com

Categories and Features

Categories and Features

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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