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.

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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.

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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.

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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.

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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.

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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

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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

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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



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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

      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.

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      Child Dream

      Help clients plan and better prepare for the addition of a new child.

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      Insurance Gap Simulation

      Identify coverage gaps and secure your client's financial future.

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      Inflation Toggle

      Switch between inflation adjusted and nominal value views.

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      Relocation Simulation

      Help clients assess and plan for relocation opportunities.

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        The Choice of Leading FA Firms

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        4 Star Adviser Rating

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        • 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

          Arrange a demo

          Arrange a demo and see for yourself what Up Adviser can do for you, your clients and your business.

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          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're BetterTradeOff

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

          Visit Our Website

          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.

          Read more

          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.

          Read more

          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 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.

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          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.

          Read more

          What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform

          Caught between filial piety and obligation.

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          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.

          Read more

            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.

            Watch the Recording

            Globally recognised

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            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.

            Get The Pilot Report

            BTO is proudly certified by the SAF

            Contact us

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