dailyVest's core strengths lie in helping firms deliver branded, accurate and relevant performance reporting and investment personalization. To meet the diverse content delivery mediums required by providers, we've developed two additional reporting mechanisms to support electronic and print delivery...

Statement-On-Demand.
With dailyVest's Statement-On-Demand technology, you can deliver detailed "on-demand" account statements in electronic form WHEN your investor's need them -- and from your own account access website.

Batch-Generated Content for Inclusion Within Printed Statements.
Firms who provide performance reporting through the web often have a need to incorporate the same personal rates of return and other content into their printed statements. dailyVest's high performance Print Batch module ensures that the same content -- especially personal rates of return -- is consistent between printed statement and the web.