See what leading advisers have to say about Up Adviser
“Gone are the days when I had to sit down with a client and use a pen and paper”
Maximilian Tung, Wealth Management Adviser at PromiseLand talks about Up Adviser.
“Advanced analytics and real time local market data means my calculations are accurate and up-to-date”
Andy Ng, Financial Services Director, at Infinitum Financial Advisory talks about Up Adviser.
“With Up Adviser we’re able to compress 85 years of life events into a financial roadmap”
Johnny Nimrod Chan, Financial Services Manager at Apex Wealth Management talks about Up Adviser.
“I haven’t yet seen another software capable of doing the same thing”
Michael Khosrowpour, Financial Advisory Director, at PromiseLand talks about Up Adviser.
Try it free for 14 days. Cancel anytime.
Financial Planning
A comprehensive and interactive planning solution with real time local market data
Client self-onboarding and 'fact finding'
Unlimited client books and access for digital engagement with up to 10 clients
Hands-on training and a personal coaching session prior to an upcoming meeting
Lead Gen Management
Personal client registration link
Personal Up Adviser marketing website
Tool kit with sample social posts and emails; videos, pictures, marketing copy and webinar tips
Free marketing consultation to help get you started with your personal website and lead gen marketing
Client Reports
Generate detailed, visual, and easy to follow, client reports in minutes
Assure calculations and client information are accurate
Export reports as PDFs and add notes to support and explain your recommendations