The consultant hub: Outcome-focused innovation

March 18, 2019

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Vanguard has continually invested in technology enhancements to help sponsors analyze their plan data to make better decisions.

We're excited to announce a new online capability exclusively for consultants and advisors—the consultant hub. Here you'll find tools to help you access reliable information that isn't always easy to come by—data that can inform and provide better insight into your clients and their portfolios and help you add value.

Many consultants and advisors just like you partnered with us on a pilot program to identify which features and capabilities would be most useful. Their assistance allowed us to build the hub experience around your needs, and the hub will continue to evolve based on your feedback.

View your Vanguard book of business

Now you can access a consolidated view of your entire Vanguard book of business with a single sign-on. You can also view individual client account statements for each of your direct investment-only client accounts and export the data for offline analysis.

Note: Access to investment-only client data may be limited by the recordkeeper.

Create custom investment reports

You can create and save custom reports to monitor your clients' investments. This tool also provides access to performance data, benchmark information, attribution analysis, target-date fund (TDF) allocations, and more. There's even an option to receive automatic updates on reports you previously saved via an email notification.

Explore the retirement plan comparison tool

With the retirement plan comparison tool, you can access the latest data from How America Saves and benchmark your client plans against that data. You can also create customized benchmarks and create and download customized data views.

Access a range of helpful features

The consultant hub also offers an array of useful tools and features that enable you to drill down to the subadvisors of our active funds. You can research the firms and individuals managing every Vanguard active fund, review their tenure, and see what percentage of the portfolio they manage. 

Additional features include:

  • Dynamic tools that let you manage your book of business anytime on any device.
  • Quick access to investment research and thought leadership.
  • Benchmark data for Vanguard and non-Vanguard funds.
  • Enhanced reporting.
  • Investment alerts.
  • Recordkeeping plan metrics.

Get access

Contact us at consultantrelations@vanguard.com for help setting up access to the consultant hub.

Note: All investing is subject to risk, including the possible loss of the money you invest