Guide Financial Updates Advisory Software

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

The program provides advisers and finance professionals with advanced cash-flow analytics and a new investment builder feature that utilizes behavioral finance techniques to drive higher client engagement and investment over time, according to Guide Financial. These services are delivered through the Guide Financial client dashboard, which allows advisers and their clients to track investment goals, analyze cash flows over multiple periods, and monitor transaction-level spending.

Guide Financial says its investment builder feature makes it easier for advisers and clients to set up income-linked savings targets and implement automatic future savings increases that grow with income levels.

“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,” says 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.”

Clients and advisers can use the dashboard to access account balance data with real-time updates, including held-away asset and liability accounts. Guide Financial says advisory firms can also use the tools to expand their market reach and improve efficiency. Clients can use the software to access an adviser’s personalized homepage for one-step account access.

More information on the firm is available at