Seido is a financial services App Store that enables you to deliver advice more effectively

Provide true connectivity between your applications of choice
Flexibility & control on how you deliver advice & service
Solutions for entire process from fact finder, modelling to SoA generation
Include CRM, workflow & document generation capabilities
Robust Record Keeping made Simple

Control your advice journey with Seido

Simply sign up for a free Seido account to register your Financial Practice.

Start saving time using features including CRM, note taking, workflows and more.

Add the apps you choose to make your practice even more productive.

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.