Upvest's portfolio engine | Upvest
Neobrokers continue to disrupt how the retail market invests. But modern investors expect more than just access to financial products. Many don’t have the time and willingness to select individual investments. Instead, they want a personalised journey that reflects their financial goals, values, and risk appetite. That’s exactly where Upvest’s portfolio engine comes in! With our portfolio engine, you can set up, manage, and let your end users invest in portfolios across multiple asset classes. All accessible via Upvest’s Investment API, designed for performance and flexibility. Core functions include: ✅ Model and end-user level portfolio configurations ✅ Rebalancing & reallocation ✅ Flexible and automatic investments ✅ Real-time, user-centric tax and fee handling ✅ Data insights and reporting Curious how it works in practice? Download our factsheet to learn more about it: 👉 https://lnkd.in/dPDaeS4G