Guide Financial Partners with Alliance of Comprehensive Planners to Bring Cutting-Edge Technology to Fee-Only Financial Planners

Top Quote ACP, formerly Alliance of Cambridge Advisors (ACA), welcomes Guide Financial as a premier technology partner. Guide will offer its products to ACP members and support the organization's efforts to broaden access to holistic financial planning advice. End Quote
  • (1888PressRelease) July 01, 2014 - Guide Financial, a provider of web-based software for financial professionals and institutions, is joining the Alliance of Comprehensive Planners (ACP), an association of fee-only financial planners, as a premier technology partner. San Francisco-based Guide launched for the advisory community in February and combines innovative web technology, compelling interface design and recent behavioral economics findings to help financial planners more effectively engage clients. As an emerging leader in the advisory technology space, Guide will offer its products to ACP members and support the organization's efforts to broaden access to holistic financial planning advice.

    ACP, formerly Alliance of Cambridge Advisors (ACA), is committed to providing its members access to the latest, most effective planning technology. Coupled with the proven methods and tools used in the ACP System, Guide enables ACP members to instantly access comprehensive client reports, support client investment commitments, collaborate seamlessly and monitor account balances, including held-away assets and liabilities. Guide empowers advisors with the ability to conduct real-time holistic cash flow analysis, and to track and improve clients' progress toward financial goals.

    Guide's enthusiasm for the new partnership was summarized by Uri Pomerantz, Guide Financial co-founder and CEO: "We are huge fans of ACP's comprehensive approach to financial planning and feel honored to be working with the organization's members. We are particularly excited to roll out Guide's new Investment Builder dashboard for ACP - we think that the new features should offer functionality that ACP advisors are uniquely well suited to use in their practices, particularly given the importance they attach to goal setting and monitoring within their holistic planning relationships with clients."

    Partnership Launches with New Guide Features

    Guide and ACP launched their partnership in a webinar for current ACP advisors, highlighting Guide's new Investment Builder dashboard, which enhances its current white-labeled advisory portal and deepens its cash flow insights, offering feedback that applies proven behavioral techniques to help raise client investment rates.

    In discussing the new features Guide will make available for ACP advisors, Guide co-founder Scott Burns notes that "Technology plays a critical role in helping Americans stick with better habits throughout their lives. Whether you want to track your exercise sessions or use energy more efficiently, there's an app for that. Now with our Investment Builder, we are incorporating findings from programs that have driven impressive savings increases into an interface that shows clear feedback on users' investment habits, as a fitness app might motivate users to increase their miles run."

    With the new Investment Builder dashboard, advisors and their clients can see headline gauges highlighting client investment contributions versus benchmarks, detailed cash flow analysis, transaction overviews by category, and insightful charts demonstrating the impact of greater savings commitments. The interface also makes it easy for clients to improve progress toward savings goals and to set automatic future savings target increases - an approach that has been widely adopted in large retirement plans for boosting participant investment rates.

    "Guide Financial is an exciting new tool that will enable our members to address any financial need in any account anytime," said ACP Executive Director Kathleen McCasland. "This is especially appealing to our members' clients under 40. ACP is delighted to have Guide Financial as a technology partner."

    Guide's recent updates further improve the consumer experience that advisors deliver through their branded portals, extending its modern, clean and easy-to-use interface. Advisors can use the Guide Investment builder to help clients track and execute financial plans, or share Guide portal access with potential clients who use their portal independently before later engaging for comprehensive planning advice.

    Data for Guide portals is provided through the company's partnership with Intuit, offering users secure access to accounts at 19,000 financial institutions across North America.

    For more information on this dynamic partnership, contact JJ Knight at jj ( @ ) acplanners dot org, or at 910 dot 769 dot 1569 dot

    About ACP
    Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP Systemô. ACP members manage clients' whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit

    About Guide Financial
    Guide Financial applies cutting-edge technology to financial advisory - enabling advisors and institutions to more effectively engage clients and help them build assets. The company seeks to democratize access to financial advisory services, including for the approximately 20 million young mass affluent families managing their finances alone. Guide empowers leading RIAs, wealth managers, and financial institutions to better serve their clients through data and analysis covering clients' entire household balance sheets. In their Guide portals, advisory clients can track progress via insightful cash flow analytics and receive support to achieve their investment goals.

  • FB Icon Twitter Icon In-Icon
Contact Information