Win Clients and Strengthen Bonds with Personalized Portfolio Alignment

More than 50% of clients who change financial advisors switch because they don’t receive personalized attention.

SeekInvest provides a comprehensive toolkit for risk and values-based alignment, empowering advisors to attract new clients and form lasting relationships.

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Advisors who trust us

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Navigate your clients' financial journey together

Go beyond standard questionnaires with comprehensive assessments. Tap into portfolio analysis and reporting that enables engaging stories.

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Client Discovery

Get to your clients deeply and meet them where they are in their financial journey.

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Portfolio Analysis

Analyze client portfolios to uncover opportunities for risk and values alignment. 

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Detailed Reporting

Create powerful reports and visualizations to set direction for decision making. 

Get all the data you need to drive growth and impact

Here’s what some of our customers say...

Dennis WilliamsWells Fargo
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I just met with a client who loved the tool…he is excited to take the next step.
Andrew StewartExchange Capital
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Because of SeekInvest, I was able to delight a recent client who asked sensitive questions about wokeness
Jesse Eiynck & Janice FierBlueprint Financial
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We have been trying to create our own lead funnel to grow our business and this tool is perfect for that

Elevate your advisory with SeekInvest

Foster loyal and lasting client relationships with unparalleled personalization. Let our experts show you how firms find success with SeekInvest 

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