Platform Features
Every tool you need for disciplined, automated investing
Urbanqorix combines scheduled execution, data intelligence, and clear reporting into a single system — built for professionals who prefer a structured approach to dollar-cost averaging rather than manual, ad-hoc decisions.
How It Works
A systematic framework, not a guessing game
Rather than reacting to headlines or timing the market, Urbanqorix applies a consistent, rules-based process to every contribution you make.
Scheduled, rules-based contributions
Set your contribution amount, frequency, and target allocations once. Urbanqorix then executes on schedule, removing the emotional and timing decisions that often undermine long-term investing plans.
- Flexible scheduling — weekly, monthly, or custom intervals
- Automatic rebalancing toward your target weightings
- Configurable contribution caps and pause controls
- Full audit trail of every scheduled action taken
Key Benefits
Designed around clarity, consistency, and control
Consistency by default
Contributions follow your predefined rules every cycle, so your strategy stays on track whether markets are calm or volatile.
Transparent reporting
Every allocation and adjustment is logged and viewable, so you always understand exactly what happened and why.
Configurable guardrails
Set limits on contribution size, frequency, and allocation drift so automation stays within boundaries you define.
Reduced manual effort
Once configured, your plan runs on its own schedule — no recurring manual orders or spreadsheet tracking required.
Structured data views
Review your contribution history and allocation trends through organised, consistent reporting panels.
Adjustable at any time
Change frequency, amounts, or targets whenever your circumstances change — updates apply from the next cycle forward.
Process
From setup to steady-state in three steps
Define your plan
Set contribution amount, frequency, and target allocations that reflect your long-term objectives.
Automation takes over
Urbanqorix executes your plan on schedule, applying your rules consistently without manual intervention.
Review and refine
Track performance through clear reporting, then adjust your parameters as your goals or circumstances evolve.
Data Intelligence
See your contribution activity clearly
The platform visualises your cumulative contributions and allocation drift over time, so you can review activity at a glance rather than digging through transaction lists.
Contribution overview
Illustrative example of cumulative contributions against target allocation over a scheduled plan.
Built for Flexibility
Adapt the system without abandoning the plan
Markets change, and so do personal circumstances. Urbanqorix lets you adjust settings without disrupting the underlying discipline of your strategy.
- Pause and resume — temporarily suspend contributions without losing your configured plan.
- Allocation updates — change target weightings and have future contributions follow the new targets.
- Multiple plan support — run separate contribution schedules for different goals or accounts.
- Notification preferences — choose when and how you're informed about executed or upcoming actions.
Put your contribution strategy on autopilot
Configure your plan once, and let Urbanqorix apply it consistently — contribution after contribution.