Jordan's Guideline Review
November 10, 2021
Jordan's Guideline Review
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Guideline
We use Guideline for our company-wide 401k platform. I go on to my account every paycheck and I love the simple to read interface to see how my retirement savings are doing. It is also seamless to adjust risk and strategy at the click of a button. The quarterly reports are a great way to track progress of my portfolio and fine tune my long-term financial strategy.
- User interface is seamless and easy to read
- Quarterly reports are detailed but not difficult to understand in terms of performance
- Projection data is a valuable resource to analyze my financial planning
- I'd like an app so I can track progress from my phone and iPad with ease
- Two-factor authentication might be nice with all the private financial data the platform holds
- A contact number or option to speak with financial advisors might be useful down the road for my retirement planning
- User accessibility
- Automated deposits and performance tracking
- Detailed quarterly reports
- Simplified our retirement contribution system
- Taken the responsibility off our CEO with a trusted platform
- Allowed easy-to-use system for employees to control financial planning
The only other employer retirement planning system I've use is Voya. I felt much more in the dark about how my financial planning was working, and honestly didn't even know how much money I had deposited until I left for my new job. I also had no clue on what my risk level was and how that was impacting my retirement investment strategy. Guideline is by far superior.
Do you think Guideline delivers good value for the price?
Yes
Are you happy with Guideline's feature set?
Yes
Did Guideline live up to sales and marketing promises?
Yes
Did implementation of Guideline go as expected?
Yes
Would you buy Guideline again?
Yes