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.

The best place to promptly deliver advice

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