OakRidge Consultants Inc
Consulting
3020 Old Ranch Parkway Suite 300, 90740 Seal BeachSaveDaily leverages its innovative straight-through-processing and record keeping technology and its all-electronic money movement infrastructure to deliver a feature rich, ultra-low cost, efficient, simple to use, and simple to deploy servicing platform to the defined contribution and asset management marketspaces. SaveDaily is committed to utilizing this 100% proprietary omnibus platform to help financial intermediaries succeed in the small- to mid-sized marketplaces. By remaining mutual fund agnostic, completely flexible, and unencumbered by laborious manual processes, SaveDaily's platform delivers the mutual funds, the feature set, and the price point our partners need to deliver superior services to their clients at increased profit levels. Having effectively shattered the financial barriers to investing when it launched the first completely electronic investing solution in 1999, SaveDaily has been servicing participants of every income level with mutual fund investment offerings ever since. SaveDaily has evolved into a provider of a low cost private-labeled investing solution, built on a scalable all-electronic sub-accounting and money movement platform (the LiquidFinance Platform). The LiquidFinance Platform can be completely private-labeled under our partners' brands to provide their participants with daily valuations, full-featured web access, access to virtually any mutual fund, as well as access to mutual fund models designed and actively managed by 3rd party money managers. Our partners get access, convenience, control, and efficiency, through the LiquidFinance Platform. All on a pay-as-you-go basis and always without startup fees.
3020 Old Ranch Parkway Suite 140, 90740 Seal Beach
Consulting
3020 Old Ranch Parkway Suite 300, 90740 Seal Beach