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.

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Grow your sales and make your advice matter more

“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
QUALIFY
CONVINCE

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.

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The Choice of Leading FA Firms

FA Transparent Stack - 4

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'.

Watch the Recording

4 Star Adviser Rating

stars 3

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.

Click Here To Get The Pilot Report

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.

Child Dream

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.

Inflation Adjusted and Nominal Values

Demonstrate the impact of inflation by switching between inflation adjusted and nominal value views.

Relocation Simulation

Help clients assess and plan for relocation opportunities.

We're BetterTradeOff

We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.

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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.

Watch the interview

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.

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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.

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Fintech Start-up Has Holistic Life-planning Solutions For Everyone

An interview with BTO Co-Founder and CEO Laurent Bertrand.

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How financial planning has changed with Covid-19

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.

Read more