Upli provides a comprehensive CRM (Customer Relationship Management) platform tailored for the brokerage industry. Their mission is to streamline and automate brokerage operations through a suite of integrated tools, including a back office system, a trader's room (client portal), and business intelligence features. The platform is designed to help brokerages manage client relationships, automate workflows, and gain insights into their business performance, ultimately aiming to enhance efficiency and growth for their clients.

Founded in

United States