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10/27/08
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Free
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Through a unique blend of emerging technologies and innovative new models, SaveDaily enables both traditional and non-traditional financial firms to realize attractive profit margins on investment services, regardless of consumer income level or account size.
Utilizing proprietary sub-accounting technology, SaveDaily's all-electronic model delivers the lowest cost mutual fund investing solution in the industry. Through a comprehensive set of investment and advisory services, SaveDaily provides a combination of education and sophisticated financial tools to enable consumers of all income levels to affordably save and invest towards core financial goals.
SaveDaily's technology can be utilized to initiate brokerage services with consumer direct offerings, and to augment existing programs currently under the care of a financial advisor. The system can also be used for managed fund accounts, and for the portfolio management of trust funds, 401 (k) Plans, 403(b) Plans, and Safe Harbor IRA Rollovers.
Through its full service recordkeeping facility, SaveDaily provides participants with daily valuations and full-featured web access, all while maintaining compliance with pre-determined mutual fund models or approved product lists. All tax reporting, performance reporting, confirmation, and statement delivery is provided by SaveDaily directly to investors, or integrated into existing partner operations, for a seamless flow of regulated information to the investors.
Coupling straight through processing mechanisms with fully integrated front and back-end technologies and internet availability, SaveDaily drastically decreases turn-around times on account registrations and trade processing. In addition, the feature rich SaveDaily interface offers a host of best of breed features and functions, providing a single, easy-to-use 24×7 environment for accessing consolidated views of accounts and holdings. Customers can open accounts, make investments, redeem shares or view transaction histories through websites, kiosks or ATMs. Transactions are settled utilizing the automated clearing house (ACH) network, allowing clients to invest directly from existing checking accounts into their mutual fund accounts. No additional hardware, maintenance, hosting, labor, or on-going system upgrades are necessary.
By providing its platform indirectly through various partners, SaveDaily has created an extended distribution channel for ultra-low cost mutual fund investing. SaveDaily also offers investments and recordkeeping services directly to clients.
Our Mission
The mission of SaveDaily is to provide advice driven investment services to the mass market, worldwide, that are otherwise made available only to the high-net worth. In this pursuit, SaveDaily shall reach out to small investors through fully automated technology solutions and through the channels already being used. In partnership with the intermediaries that control these channels, SaveDaily shall offer its services at retail and wholesale price points affordable to all.
Harry Dent Jr. | Chairman of the Board
Jeffrey W. Mahony | Director, Chief Executive Officer
Gregory D. Vacca | Director, President
Kenneth P. Carroll | Director
Matthew Nunez | Director of Business Development
