A dashboard is something you glance at. A snapshot is a moment in time. But a guide has a job. It's useful, it's intentional, it meets you where you are and shows you what matters.
Feature
Introducing Guides: Present Financial Plans the Way Your Clients Deserve to See Them
You don't give every client the same advice. You shouldn't present it the same way either. Until now, most financial planning tools showed all of them the same dashboard. Guides changes that.
