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| UpTick offers commentary generation and report production for mutual funds and separate account portfolios. Commentary can be customized to ensure your specific compliance requirements are met. |
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| Distribute UpTick’s standard mutual fund fact sheets and research reports on your web site or create your own report layouts. |
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Investment Commentary |
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Custom Solutions |
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FundXtra |
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| Rely on UpTick to develop and distribute customized plan sponsor and participant communications that meet your unique needs. |
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| Incorporate investment data with record keeping data for a comprehensive solution. Manage plans, their
individual line-ups and monitoring criteria with our web-tool PlanXtra. |
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| Solutions : |
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PlanXtra |
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Custom Reporting |
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| Whether you need unbiased research or tools to help manage retirement clients, look to UpTick to supply easy to use and inexpensive solutions for advisors and independent broker dealers. |
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| From our fund research solution, FundXtra to PlanXtra, our automated plan monitoring and reporting
tool, UpTick delivers quality productivity tools for advisors. |
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| Solutions : |
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PlanXtra |
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FundXtra |
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BD Connect |
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| UpTick can help data providers unlock added value from their proprietary databases. |
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| Whether you have a team of journalists and analysts writing about your data or want to add news and
commentary to your offering, UpTick is well positioned to guide you to greater efficiencies and revenue opportunities. |
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| Solutions : |
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News Solutions |
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Custom Solutions |
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