Dailyvest is a leading provider of white-label investment performance reporting solutions, specializing in plan health and participant performance reporting for web, mobile, and print. With over a decade of experience and innovation, they offer customized, relevant, and accurate content that integrates seamlessly within sponsor or participant web portals, catering to the needs of plan sponsors, advisors, participants, TPA's, and mutual fund investors.
Powered by their blazingly fast EnterpriseROR platform, Dailyvest's Personal Investment Performance (PIP) module is a real-time calculation engine and reporting system that delivers comprehensive investment performance analytics behind the firewall of a firm's account access website. Their solutions also include planAnalytics for monitoring plan performance and participation, Statement-On-Demand (SOD) for customized on-demand account statements, and Print Batch Output (PBO) for including personal rate of return on printed statements or archival purposes.
Generated from the website