Guide Financial has launched its new release, which offers extensive cash-flow analytics and a proprietary Investment Builder feature, utilizing proven behavioral finance techniques to drive higher client investment rates.
"Technology will play an increasingly important role in helping next-generation clients achieve higher investment rates – not just higher returns – and more easily reach their retirement goals" said Uri Pomerantz, chief executive officer at Guide Financial. "The new release includes our groundbreaking Investment Builder feature – which incorporates insights from retirement programs that have driven impressive savings increases – to help clients set personalized monthly investment targets, track progress and grow investments over time."
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Powerful Analysis For Advisors and Clients
As part of the updated Guide Financial client dashboard, clients can easily set and track investment goals, analyze and benchmark cash flows over multiple periods, as well as monitor transaction-level spending, net worth and other financial metrics over time. In addition, the new Investment Builder feature makes it easy for clients to set up income-linked targets and automatic future savings target increases.
Guide Financial continues to support extensive advisor-client collaboration features, including in-app messaging and financial plan action item tracking. Clients and advisors can continue to access comprehensive financial data, with real-time updates covering account balances over time, including held-away asset and liability accounts.
Modernizing and Scaling the Advisory Experience
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataThe new release underscores the company’s mission to support financial advisors and institutions by modernizing the advisory experience and better serving next-generation clients.
Using Guide, advisory firms can more efficiently interact with clients, expand their market reach, and improve their clients’ advisory experience, while helping clients rapidly build assets.
The new dashboard is also designed to facilitate greater advisor engagement with current and potential clients, enabling advisors to use the software on a self-service basis, or as part of a full-service advisory relationship.
Advisors can share links to allow new clients to sign up automatically via a personalized homepage, for one-step access, without any action required from advisors.
Guide Financial president Scott Burns notes that "Guide allows advisors and financial institutions to reach a much broader segment of the market. And now, through Investment Builder features, advisors can help clients grow their assets more rapidly, with huge benefits for clients from Generations X and Y in particular."
