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Description
Mainstay’s comprehensive Advisor Value Platform presents a cohesive array of marketing, sales, and customer success solutions aimed at quantifying and conveying the value of your offerings throughout the customer journey. The Marketing Value Advisor features a self-service ROI and assessment tool that seamlessly integrates with marketing automation systems and allows for a custom-branded user interface, facilitating the generation of high-quality leads through interactive calculators. The Sales Value Advisor leverages decades of expertise in value engineering by transitioning to the cloud, thereby streamlining value selling and support for global direct and channel teams through the automation of customer-specific business impact assessments. Meanwhile, the Customer Success Value Advisor enhances and automates quarterly business reviews with reports focused on value realization, effectively measuring and communicating the actual benefits to boost adoption, satisfaction, and retention. This holistic approach ensures that every phase of the customer lifecycle is supported with precise tools designed to drive measurable outcomes.
Description
Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Mainstay
Founded
2001
Country
United States
Website
mainstaycompany.com/advisor-value-platform/
Vendor Details
Company Name
Seeds
Founded
2019
Country
United States
Website
useseeds.com