Make your advice matter more
Up Adviser uses advanced analytics and powerful visualisations to better demonstrate the value of sound financial advice.
4 Star Adviser Rating
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.
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
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
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.
Internationally Recognised and Awarded
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.