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.
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.
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.
Switch 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.
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.
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.
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.