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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

We are committed to ensuring that all our customers enjoy a successful experience with our offerings. To facilitate this, we have launched a new program called “Get started” with DPO Advisor. We warmly invite all our clients to join us for a "Get started" online meeting, where we will focus on how to effectively utilize DPO Advisor and take the first steps in using the system. These sessions will take place on the last Thursday of every month from 10 to 11 AM. While the meetings are primarily designed for new users or those who have yet to fully engage with DPO Advisor, everyone is welcome to attend and benefit from the discussion. Our goal is to reduce administrative hurdles and optimize human resources so that time and energy can be directed toward actions that foster progress and tangible results. We achieve this by developing intuitive software solutions that eliminate the need for cumbersome spreadsheets and lengthy forms, ensuring that legal language is accessible. Through DPO Advisor and similar products, we empower users to easily and clearly attain the security they need. Ultimately, we believe that by simplifying processes, we can enhance user satisfaction and drive meaningful outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

Seeds

Founded

2019

Country

United States

Website

useseeds.com

Vendor Details

Company Name

LegalTech Denmark

Founded

2017

Country

Denmark

Website

www.legaltechdenmark.com/whistle-advisor/

Product Features

Product Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Whistleblowing

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

Alternatives

Alternatives

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