Arrivato Advisors Selects Upstream As Technology Partner.BOSTON & NEW YORK New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of -- Upstream Technologies LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , a leading provider of investment management technology and solutions to the institutional and mutual fund industries, announced that it has been selected by Arrivato Advisors LLC, an SEC registered investment management firm, as its technology partner. Upstream will work with Arrivato to maximize efficiencies for Arrivato's front-office operations. Arrivato will be using the Upstream solution to enhance portfolio construction and optimization, risk control, allocation management, trade order management and multi-broker connectivity. "After conducting an exhaustive industry search, we determined that Upstream possesses the most comprehensive solution to help streamline our investment management processes to better serve our clients," said Eric Rubin, President of Arrivato Advisors LLC. "We were not only impressed with Upstream's proven technology, but also their domain expertise through Samuelson Portfolio Strategies, the research arm of Upstream. This combination of superior technology and industry expertise gave us an additional level of comfort that made Upstream the right choice as our technology partner," added Rubin. "We are delighted to have been selected by Arrivato as their provider of investment management technology," said Mark Hoffman, Upstream president and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. . "We are impressed with the innovation and thought-leadership of the Arrivato management team and applaud their commitment to harnessing the power of advanced technology to help deliver superior results for their clients." About Upstream Technologies LLC Upstream Technologies, founded in 1999 by industry veterans Evan Schulman and Mark Hoffman, provides an integrated suite of products that streamlines the investment management process and integrates an asset manager's unique investment style into multiple investment products. The Upstream solution supports straight through processing In financial technology, the ability to process a stock transaction by computer from beginning to end without manual intervention at any of the stages. and automates an asset manager's workflow of portfolio construction and optimization, model and overlay (1) A preprinted, precut form placed over a screen, key or tablet for identification purposes. See keyboard template. (2) A program segment called into memory when required. management, compliance and trade order management. Upstream offers robust reporting capabilities and trade audit trails. For more information, please visit www.upstream.net About Arrivato Advisors LLC Arrivato Advisors LLC is a SEC registered investment management firm, founded to serve as an investment advisor Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and for both Institutional and Retail investors Retail Investor Individual investors who buy and sell securities for their personal account, and not for another company or organization. Notes: Retail investors buy in much smaller quantities than larger institutional investors. . Based in New York's Empire State Building, the Company has obtained a license from Dow Jones Dow Jones the best known of several U.S. indexes of movements in price on Wall Street. [Am. Hist.: Payton, 202] See : Finance Indexes to offer new and innovative financial products based upon specific indexes. In addition, Arrivato offers a wide range of domestic equity and fixed income products based on the newly created Dow Jones U.S. Target Date Indexes. For more information, visit www.arrivatofunds.com. |
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