Why dailyVest Statement On Demand?...
Firms understand the impact that effective investor communications can have on influencing participant behavior, especially via account statements. dailyVest’s Statement-On-Demand product can help you deliver clear, consise and actionable plan information to promote informed decision making. Statement-On-Demand is also an effective tool to reinforce your firm's or plan sponsor's image and branding.

Features...

Customizable.
Two levels of customization exist in Statement-On-Demand: At design time you play a key role in defining the overall layout and content of your Statement-On-Demand. For plan participants, a second key level of customization is by plan whereby each plan can have different sections, titles fonts, colors, etc., all controlled by you.

Operates From Within Your Account Access Website.
The Statement-On-Demand module is designed to operate within YOUR account access website, behind your firewall where it can connect to your system of records or recordkeeping system.

Multiple Electronic Delivery Formats.
Statement-On-Demand is available in PostScript PDF, HTML and raw XML formats.

Investor Personalization.
Investors can select which sections to include-in or exclude-from the statement before generating it, as well as choosing which (standard) date range(s) or custom date range over which to generate the statement.

Integrates With EnterpriseROR.
Statement-On-Demand shares a key, common thread with other dailyVest products: the data connector. Once dailyVest implements the Data Connector needed to connect and "map" your account data to our FOM engine (as would be the case if you implemented EnterpriseROR), integrating and deploying Statement-On-Demand is almost trivial.

View a Sample PDF Statement.

View a Sample HTML Statement.