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.

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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.

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More qualified leads

End-to-end digital delivery from lead generation management to comprehensive online financial planning- including client self-onboarding.

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Better client reports

Build detailed and comprehensive reports in minutes.

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Trusted by leading financial institutions

Used by leading global institutions, such as Standard Chartered Bank and the Zurich Insurance Group.

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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.

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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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