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.
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