We bring over a decade of innovation and experience to plan health reporting solutions for sponsors and advisors, and investment & performance reporting for participant websites and statements.
We understand your clients and who they are -- plan sponsors, plan advisors, participants, TPA's, mutual fund investors. And we know what they want. We provide customized, white-labeled content that integrates within your sponsor or participant web portal. Our information and the way we present it -- plan health and key metrics, and participant personal rate of return -- is relevant, accurate, and essential. Works with desktop, laptop, and mobile devices.
The typical account access website today suffers from outdated tools and technologies, uninspired design, and lackluster performance.
dailyVest's EnterpriseROR is more than a platform. It's a good idea that really works. Blazingly fast.
EnterpriseROR's Personal Investment Performance ('PIP') module is a real-time investment performance calculation engine and reporting system designed to integrate within a firm's account access website -- behind the firewall.
planAnalytics monitors plan performance, participation, and investment activity... of everyone!
Gather and analyze vast amounts of investor account data to gauge financial wellness of employer-sponsored retirement plans and large investor populations.
Statement-On-Demand ('SOD') delivers customized "on-demand" account statements WHEN your investor's need them from your own account website.
Firms that provide personal rate of return through the web may also need to include the same returns on printed statements or store for archival purposes. Print Batch Output ('PBO') meets that need.
Our code powers some of the largest financial service brands in the US.
Contact a dailyVest representative and setup a demo today.