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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Founded in 2023, ClearGraph is a company headquartered in the United States that creates software called Wellspent. The Wellspent software product is SaaS software. Wellspent is a type of directory software. Wellspent has a free version. Product pricing starts at $49/month. Wellspent offers training via documentation. Wellspent includes online support.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Model Context Protocol (MCP) No 

Integrations

Model Context Protocol (MCP) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Seeds

Founded

2019

Country

United States

Website

useseeds.com

Vendor Details

Company Name

ClearGraph

Founded

2023

Country

United States

Website

wellspent.co

Product Features

Product Features

Directory

Advertising Management No 
Customer Portal No 
Design / Layout No 
Listing Management No 
Payment Processing No 
Review Management No 
SEO Tools No 
Search / Filter No 

Alternatives

Alternatives

No Alternatives
BITA Risk Reviews

BITA Risk

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