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UpTick Data Technologies LLLP

Financial Services Companies

Description

UpTick Data Technologies LLLP develops technology solutions to automate the process of creating commentary on investment products and financial markets. The company provides real-time news generation, data collection and validation, and Web-based monitoring and reporting tools. It provides solutions including PlanXtra, a Web-based tool that lets retirement plan providers, investment managers, and advisors monitor 401(k) plans and other investment portfolios; FundXtra, a solution to produce mutual fund reports that include mutual fund research, information, and relevant commentary on mutual funds; and custom reporting and broker-dealer connect solutions. The company offers technology for financial services companies in the areas of sales, marketing, and client reporting. It caters to financial advisors, retirement professional, broker and dealers, investment managers, and information vendors. UpTick Data Technologies LLLP was founded in 2000 and is based in San Francisco, California with an additional office in Bethesda, Maryland.

Corporate Address

3450 Third Street Suite 3F San Francisco, CA94124 United States of America

United States of America

415-643-6050

Tags:

Investment Research, Financial Research, Client Research, Company Research Services, Product Research, Research Reports, Technology Research, Management Research, Financial Markets Research, Market Research

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