Revolutionising Financial Advice
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
4 Star Adviser Rating
Save time on fact finding by allowing clients to self-onboard digitally.
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.
Help clients assess and plan for relocation opportunities.
Up Adviser was developed in collaboration with top advisers and their clients
This industry pilot project set out to demonstrate that a collaborative approach to digital financial planning, supported by BTO’s solution, could help advisers improve productivity and serve clients better.
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.
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.