Recurring plans. Fractional shares. Automatic execution.
Auto-Invest enables brokers and neo-brokers to offer recurring investment plans to their clients. Clients set up scheduled purchases of selected instruments — the back-end handles execution, portfolio allocation, and fractional share processing automatically.
Clients define what to buy, how much to invest, and how often. The back-end executes automatically according to the schedule.
Execution schedules are configured by the broker in Back-Office. Clients select from available schemes — daily, weekly, bi-weekly, or monthly. The back-end triggers execution automatically at the configured time. Plans can also be executed manually on demand at any time.
Clients allocate their investment amount across multiple instruments by percentage. The system distributes funds and executes orders for each instrument in the plan.
Allow clients to invest fixed amounts regardless of share price. A client investing $100 in a $3,000 stock receives a fractional position. Essential for retail investing products.
By investing fixed amounts at regular intervals, clients automatically practice dollar-cost averaging — reducing the impact of market timing on their investment returns.
Each plan includes a full detail view with a pie chart showing fund distribution across instruments. Clients see exactly how their investment amount is split before and after execution.
For neo-brokers: Auto-Invest is a core feature for building retail investing apps. Combine it with fractional trading and the Client API to create a modern investment experience.
Available in the TraderEvolution mobile app for iOS and Android. Clients manage plans, track allocations, and execute investments directly from their phone.
Auto-Invest is available for all broker and neo-broker deployments. Configure execution schedules and plan limits through Back-Office. Clients access the feature through the mobile app or your custom front-end via the Client API.