Operating models
Operating models are the framework that describes how Upvest operates and delivers its products and services. When you build a solution with the Upvest Investment API, you will be doing so within the framework of one of our operating models.
Understand which operating model you are using
Make sure you know which of the operating models offered by the Upvest Investment API you are planning to use. We have organised our documentation according to the operating models. Please select the correct operating model from the drop-down menu at the top of this page, as the steps in the following instructions differ slightly depending on your selection.
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The three operating models are discussed in more detail in the following chapters. You will learn about the legal and functional implications of each model and what services Upvest offers and to what extent.