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.
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.