Examples & Demonstrations

Click on the demonstrations below to see dailyVest personal rate of return and investment personalization analytics in action.

401(k) Participant Account Access Website Demo...
An example of how personal rate of return and investment personalization may be integrated into your account access website.

Exploring "What-If?" Situations with Model Portfolios...
This tool lets investors see how their investments might have performed had they invested differently among alternative model portfolios.

Personal Performance/Investment Personalization Categories...
More about the basic investment personalization categories used in the examples.