According to the firm, DailyVest’s Financial Analytics Platform includes real-time portfolio analysis and display tools for financial institutions that want to embed personalized investment information within their account access website, including asset allocation and personal performance/rate-of-return analysis.
The platform is a completely web-based software system used for logically organizing and analyzing raw investor account data and displaying results on a web page. The platform uses a hierarchical database structure to store information, a calculation engine to process the data and various output generators for displaying results.
The company said Plan Analytics:
- measures the plan’s asset allocation in terms of broad and sub asset classes
- measures the weighted breakdown of the plan by each investment option
- monitors the periodic performance of the plan’s fund investment options
- monitors the growth and decline of plan assets over time
More information is available at http://www.dailyvest.com/
A 401(k) demo is available at http://www.dailyvest.com/products/dcdemo.asp