Savings plans with Upvest | Upvest
Savings plans have become a core building block for long-term wealth accumulation. Today, offering savings plans is key to attract, engage, and retain retail investors. Upvest’s savings plans engine enables financial institutions and fintechs to launch and operate savings plans with end-to-end execution: ✅ Unlimited savings plans per end user: available across single instruments and multi-asset portfolios ✅ Broad asset coverage: access to 100k+ ISINs including stocks, ETFs, mutual funds, money market funds, ELTIFs, and more ✅ Fully configurable: custom start dates and flexible intervals (daily, weekly, monthly) ✅ Automated processing: no manual intervention needed; 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 Download Upvest’s savings plans factsheet to learn more: 👉 https://lnkd.in/gfMH2Ewj