The Future of Financial Advice Contest II
Help us show how UpAdviser is revolutionising financial advice and you could win a $1,000 voucher from CapitaLand.
There are five categories to compete for-
Top Performer
For the adviser with the highest sales from 15 June to 30 September, as nominated by their CEO or agency head.
Prize: a $1,000 voucher from CapitaLand
Most Active Adviser
For the adviser who activates and onboards the most clients with Up Adviser from 15 June to 30 September, as tracked by BetterTradeOff.
Prize: a $1,000 voucher from CapitaLand
Most Client Feedback
For the adviser who generates the most client feedback surveys within Up Adviser from 15 June to 30 September, as tracked by BetterTradeOff.
Prize: a $600 voucher from CapitaLand
Best Client Feedback
For the adviser whose client provides the most helpful feedback via the client survey within Up Adviser from 15 June to 30 September, as judged by BetterTradeOff. Both the adviser and the client will receive a voucher.
Prize: each will receive a $500 voucher from CapitaLand
Best Adviser Feedback
For the adviser who provides the most helpful feedback via the adviser survey within Up Adviser from 15 June to 30 September, as judged by BetterTradeOff.
Prize: a $500 voucher at CapitaLand
Contest extended to 30 September 2021!
Discover More
Grow your sales and make your advice matter more
Up Adviser is the only solution that offers end-to-end digital delivery from lead generation to comprehensive online financial planning.
Adviser testimonials and other videos
Watch adviser testimonals and a full recording of our most recent online event
We're BetterTradeOff
We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.
Do-it-yourself financial planning
Up is a direct-to-consumer, do-it-yourself financial planning solution that enables users to build a sound and comprehensive fianncial plan.