Investment Performance Reporting for Websites & Statements
SUPERCHARGE YOUR CLIENT
COMMUNICATIONS TO PROVIDE... ...VISUAL ANSWERS
dailyVest Net Investment vs. Market Value Chart
How much have I invested
and when?
How has the market value
changed?
dailyVest Personal Rate of Return Table
What is my Personal
Rate of
Return?
dailyVest Personal Rate of Return Barchart
Visualize My Performance...
• YEARLY...

• QUARTERLY...

• MONTHLY...
dailyVest Cumulative Returns Barchart
• ...AND EACH DAY!
dailyVest Asset Allocation Piechart
What is my Asset Allocation?
dailyVest Balance History Chart
How has my balance grown?
dailyVest Activity Summary Table
Show me my Investment Activity...
• SUMMARIZED...
dailyVest Transaction List


• ...AND IN DETAIL!

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