INVESTMENT & PERFORMANCE REPORTING SYSTEM
Customizable, on-demand & batch-generated investor account statements
On-Demand + Batch Generated Statements for Investors & Participants
Firms understand the impact that effective investor communications can have on influencing participant behavior, especially with dynamic account statements. dailyVest’s Statement-On-Demand module can help you deliver clear, consise and actionable plan / account information to promote informed decision making. Statement-On-Demand is also an effective tool to reinforce both image and branding.
How It Works & Sample Statement
Statement-On-Demand shares a common thread with other dailyVest products: the data connector. Once dailyVest implements the Data Connector needed to "map" your recordkeeping system's account data to our EnterpriseROR FOM calc engine, integrating and deploying Statement-On-Demand is easy and straightforward.
- Customizable - Full customization is a part of Statement-On-Demand: At design time you play a key role in defining the overall layout and content of your statement pages. This includes customization by section where you control the titles fonts, colors, etc.
- Operates From Within Your Account Access Website - The Statement-On-Demand module is designed to operate within YOUR account access website and behind your firewall where it can connect to your recordkeeping system.
- Plan "Skins" - Statement-On-Demand can have customized style and layout "skins" which can vary by employer plan, recordkeeping system, or some other system attribute. At a minimum, each statement can have the employer's logo showing on it.
- Multiple Electronic Delivery Formats - Statement-On-Demand is available in PostScript PDF, HTML and raw XML formats.
- Click here to download a sample statement.
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.