dailyVest Current and Prior Significant Experience

dailyVest Today...
dailyVest, Inc. is a financial services software company located in Tucson, Arizona. It has pioneered software technology needed for rapid deployment of personal rate of return analysis and investment personalization for account access websites and statements. The bulk of dailyVest’s experience and customer implementations involve enhancing account access websites with interactive, professional-grade, personalized investment performance information for retail mutual fund and employer-sponsored plan markets. Since its founding in the year 2000, dailyVest’s sole focus has been in helping financial institutions and service providers leverage their investors’ account data through the use of powerful technology and tools for displaying performance measurement and investment personalization on their own account access websites and statements.

Recent dailyVest deployments have extended the reach of our high-grade personal rate of return analytics to over 7 million investors with these financial institutions...

Before dailyVest: Viga...
dailyVest’s executive management team has very established roots in the financial services industry. dailyVest's co-founders Daniel Benson and Peter McNellis derive much of their experience through the founding and building of an industry-respected retirement products software company: Viga Technologies, started in 1991 and later acquired by Thomson Financial Services in 1998. Click here to view the press release.

At Viga, Mr. Benson and Mr. McNellis were responsible for leading the business into providing branded, PC- and Internet-based applications to financial institutions for assisting their brokers, 401(k) plan participants, and investors with savings and investment planning. Although Viga's primary focus was in serving the 401(k) marketplace, Viga created several other notable products for the "broker" and "retail" investment marketplace including Prudential Securities' “Personal Financial Architect,” used by over 6,000 Prudential Financial Advisors (and still used today!) and The Vanguard Group's "Vanguard Retirement Planner," distributed to more than 90,000 retail investors. Other respected clients Viga had the honor of serving included...