See what leading advisers have to say about Up Adviser

“Gone are the days when I had to sit down with a client and use a pen and paper”

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

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“Advanced analytics and real time local market data means my calculations are accurate and up-to-date”

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

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“With Up Adviser we’re able to compress 85 years of life events into a financial roadmap”

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

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“I haven’t yet seen another software capable of doing the same thing”

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

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    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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