With the ever-increasing amount of advisortech solutions available to RIAs, finding a platform that simplifies & advances the profession is gold.
I'm excited to begin working with Seeds Investor to get the word out about this combined BeFi assessment, risk tolerance, custom portfolio builder, and asset management platform.
Yes, all that, and done beautifully in a clean, easy-to-use interface.
It's more than a Saas, and simpler than a TAMP.