Financial planning for everyone
Traditional financial planning practices are complex and dependent on expert advice that’s often available only to the wealthy. We make financial planning a possibility for everyone, with an online solution that dramatically simplifies the task of building a sound and comprehensive financial plan. Allowing people, regardless of financial acumen, to build their own financial plan or better engage with an adviser.
We simplify and demystify financial planning
Do-it-yourself financial planning
Up enables users to reimagine the future and unleash new possibilities through better financial decisions.
Digital planning for financial advisers
Up Adviser helps financial advisers demonstrate the value of their advise and build trust through transparency.
White label planning solutions for financial institutions
An innovative solution to drive digital transformation and deeper customer engagement.
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.