About Us & Who We Are

Our mission is to provide financial service firms with tools and interactive website content their investors, participants and DC plan sponsors love.

Financial Institutions & DC Plan Administrators

We are a financial services software company who brings over a decade of innovation and experience to investment performance reporting for retail mutual fund investors, 401k plan participants and retirement plan sponsors. Our big data visualization technology for 401k plans and investor populations make it easy for TPA's, plan sponsors and administrators to extract the full value of their data.

Over 7 Million Investors Have Access, and Counting...

Through our client partners, over 7 million investors and plan participants have access to dailyVest content through their account access website or statements. Many of the firms who administer accounts and plans for these investors also have access to dailyVest big data analytics which allow them to gain intelligence on the full variety, velocity and volume of their structured data.

Investment Personalization & Performance Reporting

We are a small yet innovative and productive company with a formidable client list with whom we have done business for many years. Our business focus is investment personalization and performance reporting at the investor level and plan-level and our aim is to make it as easy as possible for firms to deploy highly customized reporting solutions within their account access websites.

The dailyVest Story

Since our founding in 2001, dailyVest has been helping financial institutions leverage their investor's data for displaying performance measurement and investment personalization on their account access websites & statements.

Established Roots in Financial Services

dailyVest’s executive management team has very established roots in the financial services industry. Co-founders Daniel Benson and Peter McNellis derive much of their experience through the founding and building of an industry-respected retirement products software company, Viga Technologies. Viga was ultimately acquired by Thomson Financial Services*. Click here to view the press release.

At Viga, Mr. Benson and McNellis were responsible for creating custom branded applications for financial institutions to assist their brokers, investors and 401k participants with retirement planning. Viga created several notable products including “Personal Financial Architect” for Prudential Securities, used by over 6,000 financial advisors, and "The Vanguard Retirement Planner," distributed to nearly 200,000 Vanguard investors.

* After The Thomson Corporation merged with Reuters to form Thomson Reuters in April 2008, Thomson Financial Services became known as Thomson Reuters.

Some of Our Customers

Through our customer's account access websites and their paper/electronic statements, more than 7 million investors and plan participants use dailyVest for performance reporting and investment personalization.

Our code powers some of the largest financial service brands in the US.

So Let's Get Started.

Contact a dailyVest representative and setup a demo today.

Contact Us