Launch recurring investments for long-term wealth building

Offer low-cost savings plans across single instruments and multi-asset portfolios with Upvest’s savings plans engine

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Savings plan interface with toggles for interval options: weekly, monthly, and quarterly, all switched off, and a create button at the bottom.

Drive long-term asset growth

Recurring investments increase assets under management and create predictable inflows across market cycles.

Unlock new user segments

Savings plans serve as a low-risk entry point, attracting first-time retail investors and converting idle cash into long-term assets.

Increase retention and engagement

Automated recurring investments boost investing activity, drive consistent engagement, and increase customer lifetime value.

Power investing on autopilot for your
end users

With automated savings plans across assets, portfolios, and markets.

Broad asset coverage

Launch savings plans across all instruments (>100k ISINs), including stocks, ETFs, mutual funds, money market funds, ELTIFs, derivatives, bonds, and more (crypto coming soon).

Fully configurable

Enable end users to set custom savings plan start dates and investment intervals to best fit their needs.

Automated processing

Manage savings plans without manual intervention, Upvest covers creation, management, and execution of savings plans.

Low-cost execution

Reduce operational overhead and enable cost-efficient offerings across brokerage, settlement and custody.

Manage the entire lifecycle of wealth accumulation and decumulation

Upvest executes on schedule, empowers end‑user self‑service, and streamlines plan management.

  • Savings plans

    Enable end users to automate recurring investments in single instruments or multi-asset portfolios starting from €1, £1 or $1.

  • Withdrawal plans

    Automate sell orders to provide end users with reliable income streams without liquidating their accounts.

  • Flexible start dates and intervals

    Let end users choose individual start dates and contribution intervals, e.g. daily, weekly, monthly.

  • Savings plan execution

    Embedded order calculation, block order creation, execution, and reporting on savings plans.

  • Full lifecycle management

    Monitor every stage with webhooks notifications, including configurable reminders ahead of scheduled execution.

Mobile app screen showing Sarah Weber's savings plans with details of amounts and execution dates, plus navigation icons for Add, Transfer, Documents, and Settings.

The complete guide to our
savings plans offering

Everything you need to know about Upvest’s savings plans engine.

Download factsheet
Infographic titled 'Launch savings plans' by Upvest explaining the importance of savings plans with sections on driving long-term asset growth, unlocking new user segments, and increasing engagement and retention.

How VisualVest launched a market-leading ETF brokerage offering, supercharged with savings plans

0€

savings plans fees

9 months

to full rollout

~200

popular ETFs

Together with our partner Upvest, we provide a simple, secure, and transparent entry into the capital markets. The foundation is broadly diversified ETFs and an app that prioritizes user-friendliness over complexity.

Katja Speck - Managing Director of VisualVest

Read more about VisualVest’s success story

See what savings plans could look like in your app

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