About site: Investing/Research and Analysis - dailyVest, Inc.
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  About site: http://www.dailyvest.com/

Title: Investing/Research and Analysis - dailyVest, Inc. Offers web-based portfolio analysis for financial institutions, recordkeepers, 401(k) plan administrators & aggregators
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dailyVest - The Personal Rate of Return Company // Date function GetDate() { var dayOfWeek = new Array(); dayOfWeek = ["Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday"]; var curMonth = new Array(); curMonth = ["January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December"] var todaysDate = new Date(); var formatedDate =""; formatedDate = dayOfWeek[todaysDate.getDay()] + ", " + curMonth[todaysDate.getMonth()]; formatedDate = formatedDate + " " + todaysDate.getDate() + ", " + todaysDate.getUTCFullYear(); return formatedDate; } // Needed for JS menu to work? var token = '' function track(loc) { document.location=loc + token; } // Resolved Path variables to pass to hdmenu_options.js var GuidedTourURL = 'guidedtour.aspx' var ProductsURL = 'Products/Products.aspx' var ProductsURL_Description = 'Products/EnterpriseROR/prod_desc.aspx' var ProductsURL_Thumbnail = 'Products/EnterpriseROR/prod_thumbnail.aspx' var ProductsURL_Statements = 'Products/Statements/stmt_desc.aspx' var ProductsURL_PA = 'Products/PA/pa_desc.aspx' var ProductsURL_WhatIf = 'Products/WhatIf/wi_desc.aspx' var ProductsURL_OFX = 'Products/OFX/prod_ofx.aspx' var ReturnsURL = 'PRR/PRR.aspx' var ReturnsURL_CalcMethods = 'PRR/prr_calcmethods.aspx' var ReturnsURL_TWRRvsDWRR = 'PRR/prr_TWRRvsDWRR.aspx' var ExamplesURL = 'Examples2/Examples.aspx' var ExamplesURL_401kDemo = 'Examples2/dvdemo.aspx' var ExamplesURL_WhatIfDemo = 'ExamplesWhatif/whatifalloc.aspx' var ExamplesURL_Categories = 'Examples2/analytics.aspx' var DevZoneURL = 'DevZone/DevZone.aspx' var DevZoneURL_Overview = 'DevZone/devz_fom_overview.aspx' var DevZoneURL_Interface = 'DevZone/devz_fom_interface.aspx' var DevZoneURL_Schema = 'DevZone/devz_fom_schema.aspx' var DevZoneURL_Integration = 'DevZone/devz_integprocess.aspx' var CompanyURL = 'Company/Company.aspx' var CompanyURL_services = 'Company/company_services.aspx' var CompanyURL_experience = 'Company/company_experience.aspx' var CompanyURL_cstmrinfo = 'Company/company_cstmrs.aspx' var CompanyURL_execinfo = 'Company/company_execinfo.aspx' var CompanyURL_press = 'Company/company_press.aspx' var CompanyURL_contact = 'Company/company_contact.aspx' table {font-family: Verdana; } td {font-size:10px; font-family:Verdana; } select {font-family: Verdana, Arial, Helvetica; font-size:10px; } .Title { padding-bottom:3px; border-bottom:2px solid #333333; } .ctl00_TreeView1_0 { text-decoration:none; } .ctl00_TreeView1_1 { height:15px;padding:0px 2px 0px 2px; } .ctl00_TreeView1_2 { font-size:10px;font-weight:bold;border-style:none; } .ctl00_TreeView1_3 { } .ctl00_TreeView1_4 { font-weight:normal; } .ctl00_TreeView1_5 { } .ctl00_TreeView1_6 { font-size:10px; } .ctl00_TreeView1_7 { } .ctl00_TreeView1_8 { font-size:10px; } .ctl00_TreeView1_9 { background-color:#E0E0E0; } .ctl00_TreeView1_10 { font-size:10px;font-weight:normal;border-style:none; } .ctl00_TreeView1_11 { background-color:#E0E0E0;font-size:10px;font-weight:normal;text-decoration:none; } Investment Performance Reporting for Websites & Statementsdocument.write(GetDate()); // // Skip Navigation Links. Collapse PRODUCTSPRODUCTS Expand EnterpriseROREnterpriseROR Visual Answers Expand AnalyticsAnalytics Personal ROR Breakdown Price History Historical Valuation Tables & Lists Fund Returns Management Tools Brochure Expand Statement ProductsStatement Products Stmt On Demand Print Content Expand Plan Sponsor AnalyticsPlan Sponsor Analytics Expand AnalyticsAnalytics Plan Highlights Plan Performance Plan Allocation Balances & Activity Drill-down Performance Modeling OFX Connectivity Collapse RATE OF RETURNRATE OF RETURN Why Measure Returns? Calculation Methods Time vs. Dollar Weighted Collapse EXAMPLESEXAMPLES 401k Demo What-If? Demo Analytics Examples Collapse DEVZONEDEVZONE Engine Overview Engine Interfaces Engine Schema Integration Process Collapse COMPANYCOMPANY Services Experience Our Customers Management News & Events Contact Us dailyVest SMART INVESTING REQUIRES THE BIG PICTURE Investors today are looking for the big picture, not just account balances. And smart investors may even know their expected rate-of-return, but do they know their personal rate of return? If you are a financial institution, recordkeeper, retirement plan provider, wealth / asset manager, technology or service provider, click here for a brief tour of how you can deliver the big picture to your investors, brokers and financial advisors! dailyVest Solutions... EnterpriseROR™ Statement Products Plan Sponsor Analytics Performance Modeling OFX Connectivity EnterpriseROR™ MAKES PERFORMANCE REPORTING EASY EnterpriseROR™ is an installed, enterprise-level, real-time and batch-based performance reporting and investment personalization engine designed for enhancing account access websites and investor statements. It integrates personalized investment and performance information (“personalization”) reflecting your firm's branding into account access web pages and statements with a high degree of ease and programming flexibility. Go beyond account balances by giving your clients useful and engaging personal rate of return information about their own investments! In The News... OFX Solution...Schwab RT...ACS / Mellon HR...TBG Financial...Newport Group...SchwabPlan... ENGINE PLUGS-IN TO YOUR ACCOUNT ACCESS WEBSITE EnterpriseROR™ is 100% web-architected and XML-based and is designed to connect to a firm's recordkeeping system, back-office system-of-records, database, etc., -- securely and behind your firewall. Most analytics require current unit balance, price and transaction history. INVESTMENT PERFORMANCE & PERSONALIZATION GOES ON YOUR PAGES EnterpriseROR™ is a specialized development platform intended for building or augmenting enterprise-level investment performance reporting applications. Once connected to account data and your forward-facing web interface, your own web designers (or dailyVest) can begin creating personalized investment performance and account tracking pages -- so you can focus on content and branding. HOME | PRODUCTS | RATE OF RETURN | EXAMPLES | DEVZONE | COMPANY | CONTACT US Copyright © 2001 - 2008 dailyVest, Inc., All rights reserved. // // 0) preLoad.src = ctl00_TreeView1_ImageArray[i]; } //]]> var gaJsHost = (("https:" == document.location.protocol) ? "https://ssl." : "http://www."); document.write("\\" ); var pageTracker = _gat._getTracker("UA-328953-1"); pageTracker._initData(); pageTracker._trackPageview();
 

Offers

web-based

portfolio

analysis

for

financial

institutions,

recordkeepers,

401(k)

plan

administrators

&

aggregators

http://www.dailyvest.com/

dailyVest, Inc. 2008 October

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Offers web-based portfolio analysis for financial institutions, recordkeepers, 401(k) plan administrators & aggregators

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