dailyVest EnterpriseRoR™

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.

EnterpriseROR™: Investment Personalization & Performance Reporting...
A description of dailyVest's EnterpriseRoR, what it does and how it can benefit your investors.

Statement Products and Services...
Additional reporting solutions to support your electronic and print delivery needs.

planDEMOGRAPHICS™: Plan & Investment Population Analytics...
Analyze investment behavior and demographics at the plan or "whole population" level.

Key Complimentary Technologies

Performance Modeling: Exploring What-If Situations through Model Portfolios...
Let your investors see how their investments 'might' have performed had they invested differently.

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