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Auto-investment is a very important component of the crowdfunding business and P2P lending. Thanks to its work, fundraising for projects is accelerated, customer deposits do not hang on their balances, and your users do not need to spend a lot of attention on manually tracking new projects according to their criteria.

Auto-invest strategies

The auto-invest Strategies section allows investors to create, edit and manage their own automatic investment rules.

In this section, the blocks will be available to the investor in his portal:

  • Filters - allow you to create a list of suitable projects
  • Investment rules - limits and other criteria based on which all projects selected in the filter will be sorted and prioritized for automatic investments

After filling in all the fields of the form, you can see the number of currently available projects that meet your criteria. This list will be sorted, and this auto-investment strategy will be applied to it.