Simply sign up for a free Seido account to register your Financial Practice.
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Start saving time using features including CRM, note taking, workflows and more.
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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.
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.
"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