Our technology provides our partners with on-line, paperless, mutual fund trading and money movement solutions, licensed as a white-label platform. See what we can do for you...

Customized investment portfolios developed for each partner, including risk assessment wizards, unlimited trading, no trading fees, and no initial or ongoing minimums, all licensed as a white-label offering. SaveDaily handles all the record-keeping requirements and provides an experience seemlessly integrated into your existing portals and systems.

Stengthen your relationships with existing customers and help attract new customers and assets through the delivery of investment services to the under-served portions of your customer base and through enhanced customer experiences for the customer bases you already serve. SaveDaily can manage nearly all the operational aspects of your new investment offering and provide you with new revenue streams along the way.

This demographic has been historically underserved due to the high cost of servicing smaller account sizes. SaveDaily's automated investment solutions provide these customers with a viable, high quality, affordable investment offering packaged under your brand and with the products that you select. In most regions, this segment represents an extremely large asset pool that we can help you access, profitably.

SaveDaily partners with local insurance firms to offer best-in-class insurance products to higher net worth individuals. The offering is marketed by financial advisors and the assets are held locally, allowing our partners to earn additional revenue streams by retaining the assets on their books. In our model, the end customer enjoys a high quality, competitively priced solution that provides the benefits of insurance and the opportunity to invest in mutual funds or model portfolios developed by our partners.

SaveDaily's pension offering allows employers to provide investment options for their employees. Employer matching, vesting schedules, and automatic contributions are all available. Even in regions where employer based retirement/pension programs are not well-defined, SaveDaily can bring a viable offering to its financial partners and their employer clients.

SaveDaily gives you the opportunity to dramatically improve the user interfaces you are providig to your high net-worth investors. We can help you enhance and expand your investment offerings with model portfolios, designed by your firm, your advisors, or even your investors. We can give you tools to automatically rebalance investors accounts, all while providing your investors a realtime view into their holdings with our end-to-end solutions that include full fee management and reporting functions.

SaveDaily has been providing services to financial institutions of all types for a long time. Having almost 5,000 partners in a variety of verticals and regions using our systems for offerings directly to their investors or to their employer clients, we are confident that we can help you too!

We can help you create an investment solution for your retail banking customers, your employer clients, and for your investment clients.