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SAN FRANCISCO, March 07, 2017 -- UpTick Data Technologies announced today that it is now providing quarterly fund commentary to LPL Financial, a leader in the retail financial advice market and the largest independent broker-dealer in the U.S. LPL advisors serve an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of Dec. 31, 2016.
UpTick utilizes advanced natural language generation (NLG) technology to produce sophisticated and meaningful commentary on investment products. LPL Financial has selected UpTick to combine this technology with its 12-point Investment Analysis Scorecard, developed by LPL Research, to generate fund commentary that includes information about a fund’s current score as well as a historical summary of how the fund has scored over the previous 6 quarters.
“LPL is pleased to be working with UpTick to provide our advisors access to fund commentary and deeper insights that can enrich the work they do every day. Combining LPL’s unique Research capabilities with UpTick’s fund commentary enables advisors to have more resources that help them serve their clients and help plan participants work toward better outcomes,” said David Reich, Executive Vice President, LPL Financial Retirement Partners.
Mike Iapalucci, partner at UpTick said, “We are thrilled to be able to provide a useful tool to one of the leading independent BD’s engaged in the retirement industry. We believe that fund commentary is extremely helpful in terms of quickly understanding a fund’s current status as it relates to the firm’s investment requirements. Everyone involved, especially the advisor and plan sponsor, benefits from a clear and up to date assessment of a fund’s current and historical performance tailored to the firm’s proprietary research.”
About UpTick Data Technologies Inc.
UpTick Data Technologies automates the process of creating commentary on investment products through the use of “rules-based text generation” technology. Incorporating data from open sources such as the SEC and vendors including Morningstar and Thomson Reuters, UpTick’s solutions are used by leading investment managers, financial advisors and news services.
For more information or to download sample commentary and reports, please visit www.uptickdata.com.
Media contacts: UpTick Data Technologies: Mike Iapalucci [email protected]
