Investor Access
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As forerunners in financial technology for over 20 years, we enable our partners to integrate digital investment solutions into their offerings.
We enable Financial and Non-Financial Institutions to deliver leading digital investment savings solutions.
Would be investors often cannot attain sound investment offerings suitable for their investment experience.
The mass market segment has been historically difficult for advisors to transition from an advisor based solution to a technology based one.
The SaveDaily digital investment savings platform enables institutions to deliver leading innovative savings and investment propositions under their own brand that can be efficiently deployed and maintained.
The SaveDaily platform offers 8 Financial Services Technology modules that can be tailored to various demographic segments.
Corporations can offer their employees a mechanism to handle medical expenses while providing opportunities for financial growth.
Offerings that allow individuals to save while spending on everyday purchases using their existing credit cards and debit cards.
Artificial Intelligence backed Robo-Advisor based investment services designed to improve investors digital experiences.
Web-based dashboards to monitor investor data points and to integrate all partner service offerings on a 360 degree basis.
Branded employer sponsored fully automated and electronic pension offerings with or without advisors.
Access to high-value investment opportunities and discretionary advising services for the largest of private bank clients.
Fully automated and electronic advisory based offerings, suitable for virtually all client asset levels and experience levels.
Insurance based products delivered alongside investment based products for the convenience of all investors.
Take a look at what SaveDaily's platform can do for your enterprise.
SaveDaily Intro
About SaveDaily's API
Single Sign On Solution
Our years in the industry has given us the opportunity to work with thousands of companies. See what they have to say about SaveDaily.
“As a client of SaveDaily, I was amazed at the professionalism and quick turnaround time they provided if I had any questions. They were quite responsive, and above reproach to helping me with ideas, problem solving and provided the utmost support.”
“We recognize and appreciate the commitment SaveDaily has to the success of our program and the credit union members we serve.”
“The SaveDaily investment platform is a GREAT approach for starting an investment program.”
Mutual Funds
Pension Programs
Partnerships
Take advantage of everything SaveDaily has to offer. If you have any questions about what SaveDaily can do for you, get in touch today!
Let us present to key stakeholders and demo a first-hand experience of our leading platform so that together we can explore the full range of possibilities for your digital solution.
Next, allow our experts to follow up with your wider internal teams, and provide a consultative approach to gaining a better understanding of your needs and requirements.
Finally, once decisions get made to move forward, allow us to establish pricing and detailed planning to carry out project implementation, launch, and ongoing support.
