Investment Performance Reporting for Websites & Statements

dailyVest EnterpriseRoR™

EnterpriseROR™ Description: An Investment Performance Calculation Engine...
A description of the EnterpriseRoR, what it does and how it can benefit you.
Thumbnail Sketches of Personal Rate of Return & Investment Personalization...
Thumbnails of dailyVest personal rate of return and "investment personalization" which can be incorporated within your account access website and printed statements.
Analytic Categories...
More about the investment personalization categories our software delivers.
Product Brochure...
A comprehensive, PDF-formatted product brochure with a focus on retirement markets.

About Personal Rate of Return

Why Measure Investment Performance?
A case for personal rate of return.
Investment Performance Calculation Methods...
An overview of suitable methods for calculating investment performance and personal rate of return and detailed information on the calculation methodologies employed within dailyVest software.
Time Weighted vs. Dollar Weighted Rate of Return...
A detailed look at what might be the best performance calculation method to use for your investors.

Key Complimentary Technologies

EnterpriseROR™ Supports Open Financial Exchange Standard...
Download account data to Intuit's and Microsoft's Personal Finance Applications using OFX.

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