Testimonials and other videos

Andy Ng Testimonial

Andy Ng, Financial Services Director, at Infinitum Financial Advisory talks about Up Adviser

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Johnny Nimrod Chan Testimonial

Johnny Nimrod Chan, Financial Services Manager at Apex Wealth Management talks about Up Adviser

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Maximilian Tung Testimonial

Maximilian Tung, Wealth Management Adviser at PromiseLand talks about Up Adviser

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Michael Khosrowpour Testimonial

Michael Khosrowpour, Financial Advisory Director, at PromiseLand talks about Up Adviser

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BetterTradeOff Co-Founder and CEO Laurent Bertrand live on Ticker News

BetterTradeOff's CEO talks about financial lessons from the pandemic and how BetterTradeOff simplifies the task of building a sound and comprehensive financial plan.

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BetterTradeOff CEO Laurent Bertrand on Biztech.asia

BetterTradeOff Co-Founder and CEO Laurent Bertrand talks about how BetterTradeOff is using technology to democratise financial planning.

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The Future of Financial Advisory Event

Watch a recording of our July 8, 2021 event- including an update from Up Adviser and a special presentation from Carol Seah, Founder and CEO of WYNNES Financial Advisers.

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    Grow your sales and make your advice matter more

    Up Adviser is the only solution that offers end-to-end digital delivery from lead generation to comprehensive online financial planning.

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    Our Blog

    Industry insight and food for thought from Up Adviser.

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    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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    In the news

    The financial planning solution everybody's talking about.

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    Making a difference

    Enabling financial inclusion and brighter futures with a free, online solution, that makes it possible for anyone, anywhere, regardless of net worth or financial knowledge, to build a sound financial plan.

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    Do-it-yourself financial planning

    Up is a direct-to-consumer, do-it-yourself financial planning solution that enables users to reimagine the future and unleash new possibilities through better financial decisions.

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