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.
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.
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
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
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
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.
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.