“I haven’t yet seen another software capable of doing the same thing”
Michael Khosrowpour, Financial Advisory Director, PromiseLand
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Expert Roundtable: How Digitalisation is Impacting Financial Advisory
Watch the full recording of this 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. As they discuss how digitalisation is impacting the world of financial planning and the way financial advisers manage their clients and business.
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Up Adviser was developed in collaboration with top advisers and their clients
This industry pilot project set out to demonstrate that a collaborative approach to digital financial planning, supported by BTO’s solution, could help advisers improve productivity and serve clients better.