We bring over a decade of innovation and experience to investment and performance reporting for account access websites and statements. Our software transforms what is relatively dry subject matter into engaging, interactive and relevant content.
We understand your clients and who they are -- plan sponsors, participants, TPA's, mutual fund investors. And we know what they want. We help you calculate and report personal investment information - in tables, graphs, on all kinds of devices - whether desktop, laptop, and mobile devices.
The typical account access website today suffers from outdated tools and technologies, uninspired design, and lackluster performance. Most of the time personal rate of return information isn't there!
dailyVest's EnterpriseROR is more than a platform. It's a good idea that really works. Blazingly fast.
EnterpriseROR's Personal Investment Performance ('PIP') module is a real-time investment performance calculation engine and reporting system designed to integrate within a firm's account access website -- behind the firewall.
planAnalytics ('PA') monitors plan performance, participation, and investment activity... of everyone!
Gather and analyze vast amounts of investor account data to gauge financial wellness of employer-sponsored retirement plans and large investor populations.
Statement-On-Demand ('SOD') delivers customized "on-demand" account statements WHEN your investor's need them from your own account website.
Firms that provide personal rate of return through the web may also need to include the same returns on printed statements or store for archival purposes. Print Batch Output ('PBO') meets that need.