No more bad leads

Don’t waste time on bad leads. Attract, qualify and convert highly qualified leads with the only solution that offers end-to-end digital delivery from lead gen management to comprehensive online financial planning.

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  • “Gone are the days when I had to sit down with a client and use a pen and paper”

    Maximilian Tung, Wealth Management Adviser, PromiseLand

  • “I haven’t yet seen another software capable of doing the same thing”

    Michael Khosrowpour, Financial Advisory Director, PromiseLand

  • “Advanced analytics and real time local market data means my calculations are accurate and up-to-date"

    Andy Ng, Financial Services Director, Infinitum Financial Advisory

  • “With Up Adviser we’re able to compress 85 years of life events into a financial roadmap”

    Johnny Nimrod Chan, Financial Services Manager, Apex Wealth Management

    End-to-end digital delivery from lead gen management to online financial planning

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    1. Get your own registration link and personal website

    With your personal registration link and your own Up Adviser marketing website, you have everything you need for prospects to self-register- capturing detailed and highly qualified leads.

    See How It Works

    2. Run campaigns with the support of our marketing tool kit

    Drive registration through social posts, emails, webinars, and more, with Up Adviser marketing support and content tool kit.

    See How It Works

    3. Capture detailed and highly qualified leads

    Prospects self-register and build a first plan on their own, showing intent, while providing valuable insight for your first client engagement. Account creation uses email and mobile number with OTP for security and to ensure leads are contactable.

    See How It Works

    Arrange a demo.

    See for yourself what Up Adviser can do for you, your clients and your business.

    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 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.

      Learn More

      The Choice of Leading FA Firms

      FA Transparent Stack - 4

      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

        We're BetterTradeOff

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

        Visit Our Website

        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.

        See More Features

        Child Dream

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

        See More Features

        Insurance Gap Simulation

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

        See More Features

        Inflation Toggle

        Switch between inflation adjusted and nominal value views.

        See More Features

        Relocation Simulation

        Help clients assess and plan for relocation opportunities.

        See More Features

          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

          The Financial Planning Solution Everyone's Talking About

          BetterTradeOff Co-Founder and CEO Laurent Bertrand live on Ticker News

          BetterTradeOff's CEO talks about financial lessons from the pandemic and how BetterTradeOff aims to help with an online solution that simplifies the task of building a sound and comprehensive financial plan.

          Watch the interview

          How will your finances look like in 10, 20, 30 years? There are apps for that (1)

          In this digital age, financial planning apps have emerged as a way to offer more tailored and interactive advice to the masses.

          Read more

          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.

          Read more

          Fintech Start-up Has Holistic Life-planning Solutions For Everyone

          An interview with BTO Co-Founder and CEO Laurent Bertrand.

          Read more

          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.

          Read more

          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.

          Read more

          What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform

          Caught between filial piety and obligation.

          Read more

          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.

          Read more

            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