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Complete, Precise, and Timely
These are the hallmarks of SaveDaily's
superior recordkeeping platform.
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Complete
- From front-end access interfaces to back-end processing mechanisms, the platform
handles all participant interactions under one completely paperless environment,
making it easy for you deliver a customized, full service program.
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Precise
- All manual processes have been virtually eliminated and replaced by an extremely
efficient straight-through processing mechanism and self-checking systems designed
to remove human errors that cause unnecessary work, increased fiduciary risk, and
endanger the favorable tax status of qualified plans.
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Timely
- Participants get accurate, real-time valuations, timely distributions and contribution
allocations, and 24/7 access to views, plan statements, and tax statements. These
participant benefits can decrease your workload and lead to participant satisfaction.
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SaveDaily's LiquidFinance Platform was designed to accommodate most any mutual fund. This
allows you to customize your program to meet your specific needs. The platform provides
for all record keeping, mutual fund trading, statement generation, and 3rd party money
manager integration into its mutual fund and managed account offerings. This gives you
immediate, full service capabilities. See the flow chart below:
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