The future at your fingertips

Create your own financial plan online with Up and see for yourself what you really need to build and secure the future you want.

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The financial planning solution everybody’s talking about

Answer those tough questions

How much is enough?

Explore different goals and dreams, like buying a home, funding a child's education, or saving for retirement, and see for yourself what you really need to get there.

How should you fund it?

Explore multiple options for funding your plans, goals and dreams.

Is it secure?

Review different scenarios to see how unwanted events could disrupt your plans and whether or not you're protected.

Are you a Financial Adviser?

Make your advice matter more. Up Adviser uses advanced analytics and powerful visualisations to better demonstrate the value of sound financial advice.

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See what people are saying about Up

Financial Tools: Part 2 – Financial Planning App

Covid-19 has dealt a severe blow to the economy, and as it has, affected people of all ages and vocations across the world.

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Fintech Start-up Has Holistic Life-planning Solutions For Everyone

An interview with BTO Co-Founder and CEO Laurent Bertrand.

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How financial planning will change post COVID-19

BetterTradeOff CEO, Laurent Bertrand, talks about Up and how financial planning has changed due to the pandemic on Money FM 89.3 with Elliott Danker, Manisha Tank, and Ryan Huang.

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Meet Up: a financial Planning platform to help you manage your money

Financial planning. Two words to the average millennial, at best, spark disinterest, and at worst, causes anxiety.

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What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform

Caught between filial piety and obligation.

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Young adults tackle first economic crisis

The Sunday Times finds out how they are rethinking their saving and spending habits with the Covid-19 pandemic.

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