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August 20, 2025
Tailored. Controlled. Fully Automated.
With the new Automated Investment Profile, Aequitex introduces the next evolution in digital invoice trading: a powerful tool that enables both private and institutional investors to automatically invest in invoices based on their own predefined criteria — starting from a minimum budget of CHF 50,000 or EUR50,000.
This new feature is designed for investors who want to invest regularly and efficiently, without the need to manually review and purchase each invoice one by one.
How the Automated Investment Profile Works
In your Aequitex dashboard, you can easily activate your automatedprofile — as soon as your dashboard shows a combined balance of at least CHF50,000 or EUR 50,000 (Saldo Balance + Open Invested Amount).
You then define which types of invoices are suitable for your portfolio.
Once the profile is activated, the Aequitex team begins automatically purchasing matching invoices on the marketplace — fully aligned with your personal strategy.
Your Customisable Investment Criteria at a Glance
- Maximum amount per invoice: e.g. CHF/EUR 10,000, 50,000 or 100,00
- Allow partial purchases: Yes or No
- Exclude industries: e.g.Construction, Fashion, Transport, Agriculture, Healthcare, etc.
- Country of seller and debtor: e.g. CH, DE, AT
- Currency: CHF or EUR
- Maturity (due date): max. 30, 60 or 90 days
- Invoice rating: from AAA to BB- (based on Aequitex's internal scoringmodel)
- Factoring type: Recourse,Non-Recourse or Reverse
- Company age of seller and debtor: < 1 year, 1–2 years, > 2 years
- These options allow you to minimise risk and tailor your portfolio toyour specific investment goals.
These options allow you to minimise risk and tailor your portfolio toyour specific investment goals.
Full Control – Even with Automation
Despite the automation, you always stay in control:
- All transactions are listed in your dashboard
- You'll receive an email notification for every automatic purchase, including all relevant transaction data
- If you manually purchase an invoice or withdraw an amount that brings your available balance in the selected currency below 50,000, your automated profile will be automatically deactivated
Why Invest Automatically?
- Save time: No more manual browsing and purchasing
- Diversify: Continuousreinvestment
- Stay flexible: You set the parameters – we execute them
- Scale easily: Perfect for ongoing investments of CHF/EUR 50,000+
Get Started Now
The Automated Investment Profile is now available for all private and institutional investors on Aequitex.
Log in, activate your profile, and let your capital work for you.
➡️ Log in toyour account
➡️ Contact us with any questions
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