Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Low-cost automated 401(k) plan provider for small businesses with an advisor channel.
Description
Guideline automates 401(k) plan administration for small and mid-size businesses with advisor-facing tools that allow financial advisors to recommend and monitor client retirement plans.
APIs and Security
Public APIs
No
