Grow your sales and make your advice matter more
Transform your advice and business with the only solution that offers end-to-end digital delivery from lead generation to comprehensive online financial planning.
A special offer for Singapore MDRT event attendees
Sign-up by September 30th and get 2 months free with a 1-year licence.
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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 generation to online financial planning
Attract more prospects
Grow your pipeline with end-to-end digital marketing support, bespoke content, and custom landing pages.
Generate higher qualified leads
Get more highly qualified leads by allowing clients to self-register and build their own plan.
Improve sales conversion
Sell more with simple and powerful visualisations that demonstrate the power of your advice.
The Future of Financial Advisory Event
In case you missed it- watch a recording of our July 8th event- including an update from Up Adviser and a special presentation from Carol Seah, Founder and CEO of WYNNES Financial Advisers on 'The Future of Financial Advisery'.
Want to hear more?
Contact us via WhatsApp to learn more or arrange a demo.
The Choice of Leading FA Firms
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.
4 Star Adviser Rating
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
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.
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.
Insurance Gap Simulation
Identify coverage gaps and secure your client's financial future.
We're BetterTradeOff
We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.
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.
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.
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.