How Raisin and Upvest successfully migrated single-digit billion in AuM to enable model portfolios at scale

Delivering innovative investment solutions

Empowering individuals to achieve their financial goals is where Raisin excels. As Europe’s leading marketplace for savings and investment products, Raisin connects consumers with banks across the EU, the UK, and the US. Together with Upvest, Raisin aimed to elevate the end-user experience by migrating its Robo-Advisor onto Upvest’s cloud-based Investment API.

Enabling a frictionless transition for the end users

Raisin and Upvest set out to execute the migration of a single-digit billion in Assets under Management (AuM) from Raisin’s largest investment product in terms of AuM. The objective was to complete the transition without disruption and ensure a seamless end-user experience.

Cloud-based investment infrastructure powering execution

Upvest provides a robust and scalable solution for established players like Raisin with existing asset pools. Leveraging this infrastructure alongside Raisin’s expertise in the savings and investment space, the teams executed the end-to-end migration over a single weekend.

The successful migration of our largest investment product in terms of AuM over a single weekend is a testament to the expertise and dedication of both the Raisin and Upvest teams. We are grateful for our partnership with Upvest and look forward to continued collaboration as we work together to drive innovation in the fintech industry.
‍Kim Felix Fomm CIO and VP Wealth Management of Raisin Bank

Single-weekend migration with zero disruption

Upvest and Raisin successfully migrated single-digit billion in AuM with unparalleled speed and precision via Upvest’s cloud-based Investment API. The transition was executed seamlessly, minimising end-user disruption and demonstrating the strength of the partnership between the two fintech leaders. Upvest and Raisin have demonstrated their ability to navigate complex challenges and deliver exceptional results. As they continue to push the boundaries of what's possible in the financial services industry, both companies remain committed to delivering innovative and modern investment solutions.