Control your advice journey with Seido
Simplified CRM as your hub
Store all your client information in one place that can easily be shared with and found by your team. No need for messy spreadsheets or over-expensive and cumbersome software.
Customised workflows
Design your own workflows in our easy drag-and-drop environment to enable you to assist your customers at a consistent high-standard.
Bring your own tools online within Seido
Your competitive edge is how you provide advice-your way. We can convert your own tools, using Highlighter, for your use within Seido. Find out more about Highlighter.
Robust Record Keeping made Simple
- Reduce Risk through Compliance
- Save audit preparation time
- Simple and easy to use
"The team behind YTML have enabled us to achieve a core operational objective. They have designed an advice solution to our requirements and assisted us to implemented a high quality, efficient process to deliver advice to our clients. " -LEE WAPLING - CEO, FMD
About YTML
The YTML group (ACN 142 689 683), is a leading advice, business and technology solutions partner that provides a wide range of innovative product solutions and professional advisory services to a substantial and diversified client base that includes the big 4 financial institutions, major dealer groups, corporations and smaller businesses.
Services Provided
Canvas
Highlighter
Staple
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