Create Winning Proposals in Minutes, Not Hours
Clients are 89% more likely to work with advisors who personalize their approach. SeekInvest provides an integrated platform for aligning investments with client values and risk tolerance, creating customized proposals, and generating comprehensive reports. Engineered to streamline workflows and deliver insights while saving time.
Deliver Better Client Outcomes at Every Stage
Go beyond standard questionnaires with comprehensive assessments. Tap into portfolio analysis and reporting that enables engaging stories.
Client Discovery
Get to know 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.
Discover Our Comprehensive Solution
Capture Actionable Insights
SeekInvest captures client values and goals in real-time, turning initial conversations into data that fuels portfolio analytics and reporting.
Create Meaningful Proposals
Ditch proposals with unnecessary data. SeekInvest’s Values Alignment Score offers a single metric that showcases client alignment.
Communicate Better Results
As your relationships evolve, we evolve with them. Integrate historical data with ongoing insights to continuously engage clients.
Advisors who trust us
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
What Our Clients Have to 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.
