Launch savings plans to enable your end users to build long-term wealth
Offer recurring investments across all instruments (>100k ISINs), including stocks, ETFs, mutual funds, money market funds, ELTIFs, bonds, and more (crypto coming soon). Download guide to learn more.
About this guide
Power investing on autopilot
With automated savings plans across assets, portfolios, and markets. Manage the entire lifecycle of wealth accumulation and decumulation.
Drive long-term asset growth
Recurring investments increase assets under management and create predictable inflows independent of market cycles.
Unlock new user segments
Savings plans serve as a low risk entry point, attracting first time retail investors and converting idle cash to invested assets.
Increase engagement and retention
Automated recurring investments boost investing activity, drive consistent engagement, and increase customer lifetime value.
