Guide Financial

Software that enables financial advisors and institutions to help clients build assets and manage their full financial lives. That is the short version of Guide Financial. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services, FinTech and Personal Finance.

Guide Financial is based in San Francisco, California and around since 2012. Their site is guidefinancial.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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