Testimonials and other videos
Andy Ng Testimonial
Andy Ng, Financial Services Director, at Infinitum Financial Advisory talks about Up Adviser
Johnny Nimrod Chan Testimonial
Johnny Nimrod Chan, Financial Services Manager at Apex Wealth Management talks about Up Adviser
Maximilian Tung Testimonial
Maximilian Tung, Wealth Management Adviser at PromiseLand talks about Up Adviser
Michael Khosrowpour Testimonial
Michael Khosrowpour, Financial Advisory Director, at PromiseLand talks about Up Adviser
How Digitalisation is Impacting Financial Advisory
A roundtable discussion with Alfred Chia, CEO, SingCapital; Carol Seah, Founder and CEO of WYNNES Financial Advisers; and Mike Yap, Co-Founder & Head of Growth, Client Volt.
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.
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.
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.
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.
Industry insight and food for thought from Up Adviser.
We simplify and demystify financial planning with do-it-yourself and collaborative online planning solutions for consumers, advisers and financial institutions.
In the news
The financial planning solution everybody's talking about.
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.
Do-it-yourself financial planning
Up is a direct-to-consumer, do-it-yourself financial planning solution that enables users to build a sound and comprehensive fianncial plan.