| Are you still writing investment performance commentary by hand each quarter? |
| |
| At UpTick we specialize in automating the production of investment commentary based on performance attribution data. Using our proprietary “rules based text generation” technology, we focus on producing objective, quantitative commentary saving you time to focus on the qualitative comments. Our automated reporting solution can get you 90% of the way there and save a whole lot of time and aggravation in the process. |
 |
| Our solutions are unique in that we can customize virtually every aspect of our commentary and reports including the look and feel, content, even specific words and phrases to be used. |
|
| The benefits to automating your investment reporting include: |
|
 |
Faster Delivery — no later than 2 business days after receiving quarter end data. |
|
|
Reduce time needed for compliance review — our rules based text can be customized to meet compliance requirements so the rules need to be reviewed once, not every time commentary is distributed. |
|
|
Save valuable portfolio manager time — let’s face it, most managers would rather be managing their portfolio than writing about performance. |
|
 |
| |
| Before we signed up with UpTick it took at least ten business days to get our commentary distributed. Now I can do it in an afternoon. “You guys are awesome.” |
|
- Investment Data Consultant,
Global Asset Management Firm |
|
|
|
