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 deepen existing relationships.
Advisors who trust us
Navigate your clients' financial journey together
Go beyond standard questionnaires with comprehensive assessments. Tap into portfolio analysis and reporting that enables engaging stories.
Client Discovery
Get to your clients deeply and meet them where they are in their financial journey.
Portfolio Analysis
Analyze client portfolios to uncover opportunities for risk and values alignment.
Detailed Reporting
Create powerful reports and visualizations to set direction for decision making.
Get all the data you need to drive growth and impact
Coverage for 9,000 Companies
Mapped to Over 153,000 Securities
For Values Alignment with 27 Topics
Using 600+ Metrics for Analysis
Here’s what some of our customers say...
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.