Products January 8, 2003

New Plan Analytics Product Unveiled

August 13, 2002 (PLANSPONSOR.com) - Plan sponsors, recordkeepers and administrators may benefit from a new demographically based online investment analysis of their retirement programs.
Reported by

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.

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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

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