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Flexibility to work with all types of plans & advisors
- Access to virtually all mutual funds
- Work with brokers of your choice on an automated basis
- Availability of all major trading platforms including:
Matrix Settlement & Clearance Services, Schwab Broker/Dealer, Schwab Trust and Fidelity
Simple
- In the past decade, technology has enabled in-house daily to become easy to learn and use
- The automation of in-house daily often makes those plans more profitable than balance forward plans or outsourced daily plans
Affordable, Automated & Efficient
- Add new levels of efficiencies to your office -making it less expensive than traditional record keeping
- Eliminate trading errors and minimize trading liability with use of DV Direct's comprehensive trade tracking & reconciliation reporting
- Fully automated dividend allocation, cash management, ACH debit capabilities and disbursement options including wire transfer and check writing with 1099 reporting
- Options to perform many functions for a group of plans in unattended mode (statements, expenses, statement extracts, etc)
Sophistication of the largest financial firms
- Individual participant level rate of return
- Self directed brokerage accounts
- Managed accounts at both the plan and participant level
- Automatic rebalance options
- Investment profile options (modeling) which can be used as QDIA
- Online enrollment
Enhance your professional image
- Includes Gemini Web Access customized to the look of your brand and to the needs of your plan sponsors and their participants
- For more information about Gemini, click here.
Maintain control of your client relationships
- Find out how easy and inexpensive in-house daily is to install and profitable to run
- Adding in-house daily to your mix enables you to maintain direct control of your client relationships and offer plan features your clients and their financial advisors require
