Leveraging technology for financial services firms in the areas of
sales, marketing and client reporting.
UpTick Data Technologies automates the process of creating commentary on investment
products and financial markets through the use of proprietary “rules based text
generation” technology.
UpTick Data combines this technology with report building skills to create customized,
value added financial communication products.
Incorporating data from leading financial information vendors together with client data,
UpTick Data’s commentary and reports are used by leading advisors, broker/dealers,
investment managers and information vendors to more easily and effectively
communicate with their clients.
