The Upvest Investment API provides a comprehensive solution for businesses to create diverse investment experiences for their end users. It offers plug-and-play functionality for account creation, investment offerings, and custody management, supporting a wide range of assets including stocks, ETFs, mutual funds, and cryptocurrencies. The API facilitates fractional trading, allowing users to invest with small amounts, and enables the creation of customized portfolios and automated savings plans. Features like roundups allow for micro-investing as users spend. Upvest acts as a financial broker, connecting to exchanges and market makers for optimal order execution, and provides proprietary trading capabilities for fractionalization. It also offers secure securities and crypto custody, handling tax, corporate events, and reporting.

Features & Benefits

• Unified Investment API: Build any investment experience with a single API, supporting stocks, ETFs, mutual funds, and crypto.
• Fractional Investing: Enable users to invest in fractions of assets starting from as little as 1 EUR.
• Customizable Portfolios & Savings Plans: Offer fully customized portfolios and automated savings plans for passive wealth building.
• Integrated Custody Services: Provides secure custody for securities and crypto assets, including tax and corporate event handling.
• Financial Brokerage & Proprietary Trading: Connects to exchanges for best execution prices and enables fractional trading through proprietary holdings.