Guides and resources

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Upvest Portfolio engine interface showing investment portfolio value and a pie chart, with text explaining the importance of investment portfolios for tailored investment journeys. Benefits include 30% higher engagement, 2.3 years increased retention, and 30% end-user stickiness.

Upvest promotional graphic titled 'Launch savings plans' explaining benefits of savings plans to build long-term wealth, highlighting three points: drive long-term asset growth with 39% YoY growth in ETF savings plans, unlock new user segments with 36% of Europeans planning to start ETF savings in two years, and increase engagement and retention with 40%+ CAGR in ETF savings plan volumes since 2020.

Promotional graphic for Upvest's Altersvorsorgedepot, a modern German pension offering aiming to lead Germany's next wave of retirement solutions. It highlights Germany's pension reform as a unique opportunity to unlock a €1 trillion+ potential by fully integrating pensions with bonuses and tax incentives, capture reallocation of wealth from Riester contracts and assets, and drive long-term asset retention through next-gen solutions ensuring asset stickiness and smooth reinvestment across the lifecycle. The graphic includes Upvest branding and a smartphone displaying the Altersvorsorgedepot interface.

Upvest advertisement highlighting One API for any investment experience, supporting individual, business, joint, and child accounts. It explains account types, emphasizing different investor needs with tailored account structures. Features include reaching new audiences, increasing assets under custody by consolidating accounts, staying competitive with full suite investment platforms, and Upvest handling complexity for seamless tax, reporting, and lifecycle events. The image shows multiple smartphone screens displaying the Upvest app interface against a blue gradient background.

$Upvest infographic explaining fractional trading benefits, highlighting lower minimum investments, new market standards, boosted trading activity, catering to new user groups, and enabling auto-pilot investing, with example interface showing fractions of shares.$

$Upvest interface showcasing investment fractions with the headline 'Les fractions d'actions ouvrent l'investissement à tous'. Below, a section explains what fractions are—allowing investors to buy parts of shares or ETFs. Four benefits of using fractions are listed: adopting the new market standard, stimulating investment activity, targeting new user groups, and enabling automated pilot investments. Each benefit is accompanied by an icon and brief description emphasizing ease of access, increased participation, attracting new investors, and modern tools supporting investment growth.$

Featured

Expand your end user base with account types

Portfolio engine: Powering the next gen of investment experiences

Launch savings plans to enable your end users to build long-term wealth

All resources

Expand your end user base with account types

Portfolio engine: Powering the next gen of investment experiences

Launch savings plans to enable your end users to build long-term wealth

Fractional trading unlocks investing for everyone

Integrate and launch the Altersvorsorgedepot

Join the financial institutions shaping the future of investing

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