dailyVest Professional Services

Our Client Services Team works with customers to ensure successful integration and deployment of dailyVest's software technology. The Client Services Team follows a formal project implementation process and provides the following...

Specification design and analysis
Project Plan development
System and site design services
System interconnection services
Performance Calculation Engine implementation
Formal testing
Project management
Training
Documentation
Ongoing customer support

Benefits

Industry-standard technology — All dailyVest software, including EnterpriseROR™ the investment performance calculation engine and our OFX download solutions make heavy use of industry-standard technology. The engine's output data is generated primarily in a standard XML and OFX format and our software can be easily deployed in Java, ".NET" and other environments. Communication with client data such as with a recordkeeping system can be readily accomplished using off-the-shelf or custom-made data connectors which utilize SQL and XML Web Services.

Design customization — Since the EnterpriseROR™ investment performance calculation engine generates output information in a purely XML format, simple and standard software technologies such as XSLT (eXtensible Stylesheet Language Transformation) can be used for transforming the "information-only" XML into fully formatted HTML web pages reflecting your corporate branding and identity. Since this technology is simple, and since dailyVest has (and provides) extensive libraries of production-tested sample XSLT code, the work required for this step is usually minimal. So, whether dailyVest carries-out this step or your web developers choose to do it, design time and cost is minimized.

Collaborative project tracking internet web site — A collaborative, project tracking web site is created for each client and is available using a secure login. The project tracking web site allows continuous tracking of all tasks and issues related to implementation.

Dedicated team — Each client is assigned a dedicated project support team consisting of an experienced project manager, software engineer(s), and support personnel. The team's project manager is the client's single point of contact through the life of the system implementation phase.

Project planning and management — To ensure smooth system implementation, a comprehensive and detailed project plan is created.

Weekly team meetings — Weekly team meetings and status reports are standard for each client implementation, ensuring customer satisfaction.

On-site integration — On-site integration can be provided by a dailyVest software engineer, responsible for supervising system integration with the client's network and systems.