SaveDaily

SaveDaily a technology company, produces, sells, and supports proprietary record keeping and workflow software solutions for the financial services industry principally in the United States. The company's platform is deployed for use in various account types, such as qualified retirement plans, health savings investment accounts, safe harbor automatic individual retirement account (IRA) rollovers, and the direct to consumer space. Its platform provides straight through processing, record keeping...

SaveDaily a technology company, produces, sells, and supports proprietary record keeping and workflow software solutions for the financial services industry principally in the United States. The company's platform is deployed for use in various account types, such as qualified retirement plans, health savings investment accounts, safe harbor automatic individual retirement account (IRA) rollovers, and the direct to consumer space. Its platform provides straight through processing, record keeping, and all-electronic money movement. The company also offers a full-service record keeping facility, which provides participants with daily valuations and full-featured Web access; investment services to ethnically focused communities, religiously focused communities, and socio-economically focused communities; and safe harbor automatic rollover IRAs to terminated participants of qualified retirement plans. In addition, it offers tax reporting, performance reporting, confirmation, and statement delivery services directly to investors or integrated into existing partner operations for a flow of regulated information to the investors. The company delivers its platform to distribution partners as a private-labeled or co-branded solution in a turn-key package or as a customizable package. SaveDaily offers its investments and record-keeping services directly to clients through its Website located at savedaily.com, as well as indirectly to clients of business partners through a various white-labeled interfaces. SaveDaily was founded in 1999 and is headquartered in Costa Mesa, CA.