Offer personalised investment experience with portfolios
From model portfolios to bespoke curation, launch a modern portfolio offering at speed and scale.
Higher engagement
Increase user engagement and cater to individual financial situations, goals, and risk appetites.
Increased retention
Achieve long-term loyalty and consistent AUC growth.
New user segments
Attract and serve wider user segments with personalised investment experiences.
Modern investment portfolios
Set up, manage, and let your end users invest in portfolios across multiple asset classes.
Multi-asset portfolios
Create personalised portfolios in real time with up to 1,000 instruments per portfolio, supporting direct indexing.
Scalable portfolio engine
Benefit from seamless execution of portfolio orders and full-scale portfolio rebalancing in minutes.
Personalised experiences
Offer personalised experiences with portfolios customised to each user’s risk profile and investment strategy.
Unique portfolio curation
Differentiate your offering by curating unique portfolios that match your end users investment expertise and needs.
The full portfolio engine, from automated execution to performance insights
With Upvest, you can launch both pre-defined model portfolios and end-user-generated multi-asset allocations, composed by specific instruments and precise weightings.
Rebalancing and reallocation
Automatically rebalance portfolios based on defined time or threshold conditions and quickly initiate one-off rebalancing to react to market changes.
Flexible and automatic investments
Place one-off portfolio orders, self-balancing orders or set up recurring investments via savings or withdrawal plans.
Real-time, user-centric tax and fee handling
Account for capital gains, exemptions, and tax effects instantly, maintaining target allocation deviations below <0.1%.
Data insights and user and regulatory reporting
Real-time monitoring of status and individual portfolio orders, from placement to settlement. Display valuation and performance to end users, with full reporting support.
Smart and post-tax orders
Enabled by portfolio engine embedded at the core with individual tax data.
The complete guide to our portfolio offering
Everything you need to know about Upvest’s portfolio engine.
How Raisin enabled model portfolios at scale via Upvest
1 weekend
to complete a full migration
€75bn
in assets under management
1m+
end users on the Raisin platform
We looked at the relevant investment infrastructure providers in Europe. Upvest is the best solution for our needs in terms of product, underlying technology, and dedication of their team.
Kim Felix Fomm - CIO and VP Wealth Management of Raisin Bank