Control your advice journey with Seido
Choose software & applications from the App Store
Seido connects with specialist software providers to provide you with integrated choice for each stage of your advice process.
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.
Document generation
Produce presentation-ready client documents from a single click using all the information held in your CRM. Single source of information lowers risk of mistakes.
Files notes
Create comprehensive records on your customer interactions for compliance and record-keeping purposes. Don’t rely on pen and paper anymore.
Audit trails for Licensee transparency
Full audit trails allow for better monitoring and supervision both within your business and by Licensees.
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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