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Guideline Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.3
HR, 401(k) Software

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Description of Guideline

Guideline is the easy, affordable way to invest in your financial future. Our retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Guideline - An excellent program when trying

The ease of use and the ability to see everything that's going on with my account. It helps me keep track of all of my investments, which makes it easy for me to know what I'm doing with them. There are some things that are difficult to figure out, like how to transfer funds from one account to another. But overall, I love Guideline. They're great to work with! I highly recommend them to anyone who wants to have an easy-to-use system to manage their investments. We've been able to get our…

Pros
  • Easy access
  • Great layout/organization
  • Lots available resources when needed.
  • Good customer service if ever there is something wrong or concerns arise at any point along time as well

Revainrating 4 out of 5

Great platform to manage benefits and expenses through payroll

I liked that my employee access could be set up like an individual 401k so they didn't have all of our info with them at any given time but were able get into it easily if we needed help from someone else or had questions about how things worked internally. When you first open guidelines you will need some training which can become somewhat tedious depending on what department/group has been setup for each person within your organization but overall everyone seems pretty happy once we are…

Pros
  • I personally like the budgeting feature the most and the budgeting function within the program is great
Cons
  • Nothing is set up perfectly as I would like it to be sometimes it's hard to find certain things I'm looking for like adding a user or creating a plan or something like that and it can be a bit confusing as well

Revainrating 5 out of 5

Excellent Platform For Small Business Owners

The ability for us as clients of having an online account where we can manage our own investments with ease! I've been able from my phone or computer managing all aspects about what's going into this portfolio that makes me feel secure knowing it was done by professionals who know how they're doing things!! Nothing at present but when i do have questions there are always knowledgeable staff available 24/7 via email which helps immensely too. Have no complaints yet only because nothing has come

Pros
  • Also being safe while making sure its managed professionally without risking anything happening due diligence
  • So many opportunities out here just waiting.
Cons
  • So-so