Personal Investment PerformanceOver 7 million investors and 401k participants have access to dailyVest interactive investment and personal rate of return content through our client's account access websites.
Plan Sponsor Reporting + Big DataOver 20,000 plans use dailyVest to help their sponsors and administrators stay on top by measuring participation and financial wellness using big data analytics.
Statement On DemandClear, consise and customized account statements to promote informed & engaged participation. On-demand for when participants want them. Batch-generated for archival.
Print Batch OutputBatch-process used to calculate raw personal rates of return for inclusion within printed statements. Ensures the same infomation is on printed printed statement & website.
EnterpriseROR Analytics SuiteThe foundation of the dailyVest analytics suite and a path to superior reporting, customized to reflect your firm's branding. EnterpriseROR's application modules are designed to seamlessly integrate behind a firm's account access website firewall.
Our code powers some of the largest financial service brands in the US.
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