The future at your fingertips
Build your own financial plan in only 15 minutes with Up. Take control of your finances. And face the future with clarity and confidence.
The financial planning solution everybody’s talking about
Set-up your initial plan in minutes
Entering your current financial details is fast and easy- within minutes you’ll have an initial financial plan to work with.
Add your goals and dreams
Just drag and drop different goals and dreams into your plan and see for yourself what you need to get there.
Get answers to those tough financial questions
Are you on track to retire? How much is enough to enjoy the lifestyle you want? Are you covered for the unexpected?
And take control of your finances
Get the complete picture of all your finances- from your investments and property, right down to your monthly living expenses.
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.
Protecting your data is a top priority. That’s why we've implemented the necessary policies and controls to achieve SOC 2 compliance, the gold standard of data protection. And with the help of Drata, continuously monitor our controls and maintain compliance over time.
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.
Fintech Start-up Has Holistic Life-planning Solutions For Everyone
An interview with BTO Co-Founder and CEO Laurent Bertrand.
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.
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.
What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform
Caught between filial piety and obligation.
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.