Control your advice journey with Seido



1
Simply sign up for a free Seido account to register your Financial Practice.
2
Start saving time using features including CRM, note taking, workflows and more.
3
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