Source: UpTick Data Technologies
UpTick Data Technologies, a leader in customized sales and client communication solutions utilizing rules based text generation today announced the availability of Morningstar data for use with its full suite of mutual fund reporting solutions.
Morningstar fund performance, risk and descriptive data including the proprietary Morningstar Rating for funds, Morningstar Style Box and Morningstar Categories are now available in UpTick's retirement plan sponsor reporting solutions, which automate the production and distribution of quarterly reports to plan sponsors. UpTick's mutual fund research portal will offer reports using Morningstar data early this year.
"There is no doubt that Morningstar is one of the most highly regarded investment data providers and is always on the short list of those requested by our clients," said Mike Iapalucci, Partner at UpTick. "We are committed to providing clients with their preferred choice of data and are delighted to add Morningstar to the list of sources available with all of UpTick's solutions," added Mr. Iapalucci.