The new Auto-invest is here

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Our most effective investment tool has just gotten better. VIAINVEST’S Auto-invest solution has received a major overhaul and now includes pre-defined investment strategies to manage your investment portfolio.

Pre-defined automated strategies

We are now offering Active and Diversified automated strategies to all clients who have completed a product suitability assessment and have automated investments available. VIAINVEST strategies are designed to invest in accordance with their objectives and automatically adjust to available offers; there is no need to actively manage them or worry about their settings. This simplifies the investment process and maximizes return by keeping funds invested at all times.

The active strategy prioritizes products with the highest interest rates and invests more in a single offer if it is consistent with the strategy goal.

The diversified strategy ensures that your investments are spread across as many securities as possible.

Custom automated strategies

In addition to pre-defined strategies, investors can continue to use your own custom automated investment strategy whenever they want to fine-tune the rules and retain more control over the investment process.

The Auto-invest settings page has been redesigned to be more user-friendly and simple. Investors can now create a custom strategy with a minimal number of settings, and additional filters can be added to meet their specific needs. When one of the filters is selected, an explanatory message is displayed to help the investor understand the filter’s potential impact.

More investment insights

New metrics are available to track automated strategy performance, such as earned interest, live portfolio size, an overview of investments made, and more, allowing investors to always determine whether it met their investment goals. When investors use custom strategies, they are notified if strategies do not match our most recent investment offers, allowing to take appropriate action.

Any existing Auto-invest strategies remain unchanged, with all settings retained, and are accessible through the new interface.

¡Feliz inversión!
Equipo VIAINVEST

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Last week, we had the pleasure of welcoming investment content creators Antonio Hernández Mora, Michael Pino, and Tengu Inversor to the VIAINVEST office.

During the visit, we shared more about VIAINVEST, our team, and the work behind the platform. We also had the opportunity to talk about our journey over the past 10 years –  from where VIAINVEST started to where we are today.

The meeting gave us a valuable opportunity to have open conversations, answer questions, and offer a closer look at our day-to-day work. We truly appreciate moments like this, as they help us connect with the investor community in a more personal and direct way.

Thank you, Antonio, Michael, and Tengu Inversor, for visiting us and taking the time to get to know VIAINVEST better.

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At VIAINVEST, we aim to keep our investors informed by consistently providing insights from our main loan originators. This Q1 2026 overview highlights key developments, including portfolio expansion, recent strategic moves, and business updates, which reflect the ongoing progress and growth of our platform.

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