See what you can do with Up Adviser
Attract and convert highly qualified leads
Help clients see and understand how much they need to retire
Simulate client education and travel dreams
Show clients the power of investing
Configure CPF (OA) mortgage repayment
Generate detailed client reports in minutes
Update a client's profile with ease
Simulate client property purchases and sales
Onboard clients in minutes
Try it free for 14 days. Cancel anytime.
Financial Planning
A comprehensive and interactive planning solution with real time local market data
Client self-onboarding and 'fact finding'
Unlimited client books and access for digital engagement with up to 10 clients
Hands-on training and a personal coaching session prior to an upcoming meeting
Lead Gen Management
Personal client registration link
Personal Up Adviser marketing website
Tool kit with sample social posts and emails; videos, pictures, marketing copy and webinar tips
Free marketing consultation to help get you started with your personal website and lead gen marketing
Client Reports
Generate detailed, visual, and easy to follow, client reports in minutes
Assure calculations and client information are accurate
Export reports as PDFs and add notes to support and explain your recommendations