SeekInvest is a trusted software provider that equips financial advisors with advanced tools, insights, and strategies to enhance client engagement. Our platform harnesses robust data sources and analytics to help advisors deliver personalized, actionable proposals that speak directly to what’s most important to their clients.
What We Offer
1. Advanced Prospect & Client Discovery: Our holistic, intuitive discovery process helps you efficiently gather the personal data needed to create personalized proposals, ensuring that you fully understand your clients’ unique goals and values.
2. Data-Driven Insights: Leverage our proprietary analytics tools to gain deep, client-specific insights. With this data, you can craft stories and proposals that resonate, building trust and helping you win both their business and confidence.
3. Tailored Proposals: SeekInvest allows you to create custom proposals that align with each client’s goals, risk tolerance, values, and behaviors. This level of personalization enables you to deliver high-touch services while maintaining operational efficiency—eliminating the need for excess manual work.
4. Seamless Integration: Our platform integrates easily with your existing CRM and advisory tools, allowing for a smooth adoption process that doesn’t disrupt your operations. Whether you manage a large book of business or a select clientele, SeekInvest scales with you.
5. Dedicated Support: Our expert team is committed to your success. Whether you need assistance with client discovery, proposal generation, personalized insights, or navigating the platform, we’re here to help every step of the way.
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Industry
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Financial Services
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Company size
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2-10 employees
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Headquarters
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Weston, MA
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Type
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Privately Held
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Founded
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2022
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Specialties
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Lead Generation, Proposal Generation, Retention Generation, Sales Enablement, Portfolio Management, Fintech, and Wealthtech
