GoSeedly Financial Advisor Kit
An advisory practice runs on a cadence, not a lead list. Horizon opens on a twelve-month review wheel: one wedge per month, a marker on every household’s recorded review month, the current month in gold, and the reviews due now sitting beside it.
YOUR HORIZON REVIEW CALENDAR
01 — REVIEW WHEEL
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Review wheelTwelve wedges, one per month, with a marker on each client household’s recorded next review date. The current month is filled in gold and a marker already behind the selected date is drawn hollow. Beside the ring sit reviews due this month, reviews due next month, and an overdue tray. Selecting a household fills the sheet below it.
02 / HouseholdsRecorded cadence, advisor label, last and next review dates, recorded meeting count, open task count and the annual fee reference, sorted by the next review date. Filter by cadence, and open a household to edit its record.
03 / ProspectsRecords whose recorded relationship is prospect, each with its recorded prospect stage, its source label and its recorded meetings. The native pipeline stage stays a separate control on each card.
04 / Recorded meetingsEvery recorded meeting grouped by the week it was recorded in, with its type, summary and recorded next step. A meeting record describes a conversation that already happened; nothing here books one.
05 / Service tasksRecorded service tasks with their due dates and done flags, overdue rows first, with a single quick action that records one task as done and changes nothing else on the household.
06 / Practice insightsCounts by cadence, relationship and meeting type, the recorded on-cycle ratio and the recorded task completion with their denominators printed, and a flag where a household’s two recorded review dates disagree with its recorded cadence.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore sixteen fictional records in the separate sample view: twelve client households placed one on each of the twelve months of the review calendar, plus four prospects, with recorded meetings and recorded service tasks. Two households are a year behind on purpose, so the overdue tray is not empty. Example edits stay in the current page’s memory and reset on navigation or reload; sample households are never inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
One household relationship is a native contact-linked opportunity. Its namespace holds the household label, member labels, recorded relationship, review cadence, last and next review dates, advisor and service model labels, prospect stage, source label, custodian label, an optional annual fee reference, recorded notes, and recorded meetings and service tasks as child records with stable IDs. A client household requires a recorded next review date, a next review date can never precede a last review date, and only a prospect carries a prospect stage.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit practice name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original household helper is required for connected creation, editing and starter setup. It checks the active account and native permissions, compares the current record timestamp and the server-managed revision, preserves unrelated custom fields and unknown child-row extensions, and invokes the native Seedly mutations inside one transaction. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.
Horizon is a relationship and review-cadence workspace. It stores no account balances, holdings, positions, transactions or performance data, aggregates no accounts, and reads nothing from any custodian. The custodian entry is a label typed by staff. Review dates and cadence are recorded intent: nothing reviews, schedules, reminds, renews or advances on its own, and no calendar appointment is created. Recorded meetings describe conversations that already happened and recorded tasks are the practice’s own work. The annual fee reference is the fee your practice records for its own planning, never a balance, never assets under management, and never billed or collected. The cadence-disagreement flag is advisory and changes no date. Nothing in the kit is investment advice, a recommendation, a proposal, a suitability or fiduciary determination, an e-signature, a document vault or a compliance record.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Horizon keeps its advisory navigation across the original views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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