Take our license - Single Accounts
This operating model is the easiest and fastest way to get the Investment API up and running - with full end user level functionality, operation and licenses out-of-the-box.
Core Benefits
The use of Upvest licenses ensures a fast go-to-market.
You don't need to build back-end logic to enable end-to-end brokerage, settlement and custody services for users (e.g., tax processing and reporting).
You don't have to develop your own functionality or manage the integration of multiple providers.
Legal setup
Upvest provides full legal coverage across brokerage, settlement, and custody, while staying in the background.
¹ RTO = Reception & transmission of orders
² EXO = Execution of orders
³ DOOA = Dealing on own account
Functional setup
Upvest provides end-to-end services for brokerage, settlement, and custody for the end user.
In the following table you can see which services Upvest offers and which can be optionally offered by the customers or by Upvest, where applicable:
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