Guideline - Time saver with a friendly interface
March 17, 2021

Guideline - Time saver with a friendly interface

Connor Disbrow | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Guideline

We use it to maintain and process all employee retirement contributions. it does a great job of taking the manual part out of this process!
  • Integration with systems
  • Great interface
  • Portfolio options
  • Integration [sync] could be more often - only once per day
  • Bloated customer service line
  • Simplicity lacks customization
  • Frees up finance time due to integrations
  • Welcomed and liked by employees
  • Friendly customer service
Guideline has a great interface, but with a system like ADP you can have full integration that is more agile since it is all housed within one system!

Do you think Guideline delivers good value for the price?


Are you happy with Guideline's feature set?


Did Guideline live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Guideline go as expected?

I wasn't involved with the implementation phase

Would you buy Guideline again?


Appropriate for retirement benefits for all-sized companies! Not great if your employees need to be able to change their contribution and integrate with systems simultaneously.