SMART INVESTING REQUIRES THE BIG PICTURE

Investors today are looking for the big picture, not just account balances. And smart investors may even know their expected rate-of-return, but do they know their personal rate of return? If you are a financial institution, recordkeeper, retirement plan provider, wealth / asset manager, technology or service provider, click here for a brief tour of how you can deliver the big picture to your investors, brokers and financial advisors!

EnterpriseROR™ MAKES PERFORMANCE REPORTING EASY

EnterpriseROR™ is an installed, enterprise-level, real-time and batch-based performance reporting and investment personalization engine designed for enhancing account access websites and investor statements. It integrates personalized investment and performance information (“personalization”) reflecting your firm's branding into account access web pages and statements with a high degree of ease and programming flexibility. Go beyond account balances by giving your clients useful and engaging personal rate of return information about their own investments!

ENGINE PLUGS-IN TO YOUR ACCOUNT ACCESS WEBSITE

EnterpriseROR™ is 100% web-architected and XML-based and is designed to connect to a firm's recordkeeping system, back-office system-of-records, database, etc., -- securely and behind your firewall. Most analytics require current unit balance, price and transaction history.

INVESTMENT PERFORMANCE & PERSONALIZATION GOES ON YOUR PAGES

EnterpriseROR™ is a specialized development platform intended for building or augmenting enterprise-level investment performance reporting applications. Once connected to account data and your forward-facing web interface, your own web designers (or dailyVest) can begin creating personalized investment performance and account tracking pages -- so you can focus on content and branding.