Functional Setup of Operating Models
You can choose the functional setup that best suits your needs - either a single accounts setup or Omnibus account setup for your end-user securities ledgers, based on your needs.
Single Accounts
Upvest provides end user level functionality across brokerage, settlement, and custody.
You create individual end user securities accounts via the Investment API.
You benefit from full securities accounting, tax processing, MiFID-compliant end user and regulatory reporting, as well as engaging end user product functionalities, such as portfolios and savings plans.
Omnibus
- Upvest provides Omnibus account level functionality for brokerage, settlement, and custody.
- You manage the sub-accounts of end user accounts that Upvest enables by providing real-time transaction data.