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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4 Star Adviser Rating

4 Stars White

  • The solution digitised what I've been doing using an Excel spreadsheet.

    Ang Kok Chin

    Financial Advisory Director, Financial Alliance

  • It provided a better understanding of client needs and their potential returns for retirement planning.

    David Wee

    Manager Distribution, Finexis

  • The client was very impressed with the platform. It made explanation and planning very easy to articulate!

    Mahalingam Saravanan

    Associate Director Business Development, JPara Solutions

  • I told him rather than show him various retirement plans, I could go through his financial status and do holistic planning for his family, for him to have a better picture.

    Philip Ong Kheng Leong

    Director, Ray Alliance

  • It’s able to give clients a more holistic and complete financial planning experience, especially a non-bias point of view.

    Stanley Sum

    Senior Financial Consultant, SingCapital

  • I haven't yet seen another software capable of doing the same thing, so as far as being a useful tool- it's indispensable for a financial adviser.

    Michael Khosrowpour

    Financial Advisory Director, Promiseland

    See Up Adviser for yourself

    Arrange a demo and see for yourself what Up Adviser can do for you, your clients and your business.

    Arrange a Demo

    Digital financial planning

    Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime.

    Clear and transparent advice

    Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice.

    Better client collaboration

    Share plans with ease and collaborate more effectively with clients.

      The Choice of Leading FA Firms

      Up Adviser Stack (No Wynnes)

      Powerful Tools to Plan and Protect Your Client's Future

      Client Self-onboarding

      Save time on fact finding by allowing clients to self-onboard digitally.

      Child Dream

      Help clients plan and better prepare for the addition of a new child.

      Insurance Gap Simulation

      Identify coverage gaps and secure your client's financial future.

      Inflation Adjusted and Nominal Values

      Demonstrate the impact of inflation by switching between inflation adjusted and nominal value views.

      Relocation Simulation

      Help clients assess and plan for relocation opportunities.

        Join one of our upcoming free webinars

        The Financial Planning Solution Everyone's Talking About

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

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        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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          Internationally Recognised and Awarded

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          Data security is our highest priority

          We know your personal data is precious, so we take great precautions protecting it. Including regular third party audits of our system and end-to-end encryption to assure confidentiality.

          BTO is proudly certified by the SAF

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