Investors Vanguard

Our long-term investments for the organization are all held at Vanguard Investments. We use Vanguard accounts for our endowment and as an account to receive all stock payments that come in for membership, annual appeal, and any and all other donations. We also transfer funds back and forth between Vanguard and our cash accounts.

• free trades
• quick trades
• no fees

• pretty neutral, in my estimation

Active Trader Pro (Fidelity Investments)

Sage Intacct, NetSuite ERP, Concur Travel and Expense

Vanguard is one of our retirement plan providers. They offer voluntary retirement packages, allowing our employees to set aside a portion of their paycheck to invest in an account. They offer a few different plans (such as pre-tax and post-tax) and many funds for all of our employees to choose from.

• Low fees
• Accessible and helpful customer service
• Index fund offerings

• Vanguard has helped our employees invest their money
• Vanguard's broad offerings and low fees have made our benefits packages seem more appealing to potential hires

Frontline HCM (Aesop Online), Airtable

We are empowering personal investors to take control of their finances, retirement, and investment strategies through a low-cost tool available to the general public as well as the high net worth. Investors Vanguard's offering makes it easy to see the problem and find multiple solutions at an affordable cost that can grow over time as you near retirement.

• Low cost
• Wide range of funds
• Index and admiral funds with options to exchange.

• More money for retirement
• More exposure to foreign markets
• More exposure to more bond choices and treasury funds.

Vanguard Predictive Planning

Atlassian Jira Align, Jira Service Management (Jira Service Desk), Azure Active Directory B2C