Up Adviser vs GoalsMapper
Simpler. Smarter.
A simpler, easier to use interface
Simple to follow navigation and a highly visual interface make Up Adviser easy to use for both advisers and clients.
Better client engagement and collaboration
Only Up Adviser let's you share plans with clients, allowing them to plan on their own and better engage in the planning process.
More qualified leads
End-to-end digital delivery from lead generation management to comprehensive online financial planning- including client self-onboarding.
Trusted by leading financial institutions
Used by leading global institutions, such as Standard Chartered Bank and the Zurich Insurance Group.
Easier to get started
Try it free for 30 days and enjoy the full suite of features for as little as $39.99 a month.
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
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
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