dailyVest Rolls Out Fiduciary Focused Tool

dailyVest has rolled out the PlanAnalytics OneClick Dashboard.

The retirement plan reporting and analysis tool is designed to provide a complete picture of DC plan health. It can provide plan sponsors, advisers, fiduciaries and third-party administrators (TPAs) with access to raw plan data such as participation, investment diversification, and contribution rates to show where defined contribution (DC) plans are succeeding and where they need improvement.  

Stakeholders will have access to this actionable data via computer, tablet, and smartphone. 

dailyVest says it designed the tool in response to the demand for financial institutions to provide better tools and services to more effectively manage plan health, help improve employees’ financial wellness, and reduce fiduciary risk. 

“The addition of OneClick Dashboard to PlanAnalytics represents a significant advance in plan sponsor reporting through engineering and product evolution,” says Pete McNellis, dailyVest senior vice president. “Our goal was to quickly and efficiently process and analyze vast amounts of plan data in order to produce distilled key metrics highlighting the most important trends affecting the plan.” 

Founded in 2001, dailyVest is a financial technology company focused on helping financial service providers leverage their investors’ account data through the use of analytics tools for investment performance and plan sponsor reporting. For more information, visit dailyvest.com.