Guide Financial is web-based platform that enables financial advisors and institutions to help clients build assets and manage their financials.
PRODUCTS & SERVICES:
Financial Planning Engine™ and Intelligent Alerts - It uses artificial intelligence to help investors make better planning decisions and build wealth.
It aims to provide better cashflow funding decisions and optimizing deferral rates to the investors.
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Intuit - Enable users to connect to 19,000 banks.
It uses behavioral finance techniques and insights from leading investment plans to make it easy to build wealth.