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

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

    Ang Kok Chin

    Financial Advisory Director, Financial Alliance

  • This helps WYNNES in a test project – '30 under 30’ – to engage in a conversation with millennials, who are the next generation of our senior clients.

    Carol Seah

    Founder & CEO, WYNNES Financial Advisers

  • 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

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    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

      FA Transparent Stack - 4

      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.

      Click Here To Get The Pilot Report

      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.

        See Up Adviser for yourself

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

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        We're BetterTradeOff

        We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.

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          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.

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