Better Leads. More Sales.
Don’t waste time on bad leads. Attract and convert highly qualified leads with the only solution that offers end-to-end digital delivery from lead generation management to comprehensive online financial planning.
See why we’re different from GoalsMapper
Attract. Qualify. Convert.
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.
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.
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.
4. Sell more with advice that’s clear and transparent
Help clients see, and better understand, key scenarios and decisions with simple, powerful visualisations and clear, detailed reports that demonstrate the value of your advice.
Try it free for 30 days. Cancel anytime.
Generate detailed client reports in minutes
Assure calculations and client information is accurate
Export as a PDF and add notes to support and explain your recommendations
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
“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
Powerful Tools to Plan and Protect Your Client's Future
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.
The Choice of Leading FA Firms
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.
Founder & CEO, WYNNES Financial Advisers
It provided a better understanding of client needs and their potential returns for retirement planning.
Manager Distribution, Finexis
The client was very impressed with the platform. It made explanation and planning very easy to articulate!
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.
Senior Financial Consultant, SingCapital
Arrange a demo
Arrange a demo and see for yourself what Up Adviser can do for you, your clients and your business.
Best in class data security
Protecting customer data is a top priority. That’s why we've implemented the necessary policies and controls to achieve SOC 2 compliance, the gold standard of data protection. And with the help of Drata, continuously monitor our controls and maintain compliance over time.
We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.
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.
Scaling Trust: Getting Started with Digital Marketing
Watch the full recording of this January 25th, 2022, webinar and learn from BetterTradeOff CMO, Shannon Cullum, how you can scale trust and start selling, even before meeting the client.
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.