Item: Investors Vanguard
Rating: 8
Author: Verified User

Overall Satisfaction with Investors Vanguard

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

Low fees
Informative dashboard
Many fund options

Cons

Website functionality is lacking
Difficult to rebalance portfolio if needed
Mobile app lacks some of the features that the website offers

Most Important Features

Low fees
Accessible and helpful customer service
Index fund offerings

Return on Investment

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

Key Insights

Do you think Investors Vanguard delivers good value for the price?

Yes

Are you happy with Investors Vanguard's feature set?

Yes

Did Investors Vanguard live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Investors Vanguard go as expected?

I wasn't involved with the implementation phase

Would you buy Investors Vanguard again?

Yes

Other Software Used

Frontline HCM (Aesop Online), Airtable

Likelihood to Recommend

Vanguard is a tried and true investment platform. They hold a large portion of people's wealth in the United States, so they have experience and the reputation to go along with it. Their customer service via phone is top-of-the-line, which is helpful for any retirement or investing-related questions. However, their website and app sometimes lack functionality, and it can be difficult to navigate. For users looking for an easy-to-use platform for investing, Vanguard might not be it.

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