Upstream Technologies

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City: Boston

State: Massachusetts

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Country: United States

Upstream Technologies is a leading technology provider for the Separate Accounts Industry. The Upstream platform is highly scalable and seamlessly integrates into an organization’s existing separate accounts infrastructure. Their platform drives operational efficiencies by enabling a single portfolio manager to manage thousands of individual portfolios or a high net worth account manager to actively manage clients in an intuitive, consistent way. Through a user-friendly, web-based front end, Upstream’s platform helps managers embed their particular investment insights into all of their portfolios and automates many of the labor-intensive and error-prone tasks typically associated with managing separate accounts. Automated processes include raising or investing cash, harvesting gains and losses, enforcing compliance and managing dispersion. Uniquely, the platform also automates the handling of client restrictions, legacy holdings, and other exceptions. By continuously monitoring each portfolio based upon thresholds and predicted tracking error from specified benchmarks or model accounts, Upstream’s solution quickly identifies those particular accounts that require attention.

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