michael.pendergrass
Acronym
Seeds
Product ID
Seeds
Description
Powerful software that makes personalized investing radically simple.
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Details
- After completing the dynamic assessment, advisors are presented with a recap of their clients' results, explaining their unique investor mindset, preferences, values, interests, risk tolerance, risk need, and more.
- Advisors can capture risk preferences for each client within a household. Seeds measures risk tolerance (emotional capacity for risk) and risk need (the risk a client should assume to achieve their financial goals) to empower advisors to have intelligent and informed conversations about trade-offs.
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- In portfolio view, the system has automatically constructed a household level allocation that brings to life the information you gathered through the assessment.
- Add legacy holdings to each account to compare portfolio differences, including risk target and asset class diversification.
- Show prospects how you've tax optimized the location of assets across account types with the current versus target comparison at the account level.
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- Make adjustments to asset allocations by adding or removing sleeves as needed, leveraging direct indexing capabilities across equities, or using your own customized models.
- Add specific thematic exposures or thematic based exclusions based on the information your client provided during the assessment.
Features
Powerful software that makes personalized investing radically simple:
- Access an intelligent, white-labeled assessment framework that empowers deeper client understanding
- Translate assessment results into personalized portfolio proposals
- Implement portfolios and manage trades, tax transitions, TLH, cash raises, rebalancing and more automatically
Vendors
Management Style
Schwab Products