The only truly global financial planning platform
Our API-based architecture leverages advanced statistical models enabling financial institutions to configure and deploy a bespoke financial planning solution in just three months.
We simplify and demystify financial planning
We dramatically simplify the process of building a sound and comprehensive financial plan, for both advisers and consumers, making healthy financial futures a possibility for everyone.
Backed by industry leaders
“I haven’t yet seen another software capable of doing the same thing”
Michael Khosrowpour, Financial Advisory Director, PromiseLand
SC Ventures invests in BetterTradeOff to boost digital wealth advisory capabilities
The strategic investment will fuel BetterTradeOff’s expansion into key markets in Asia and beyond.
Leading European financial services provider invests in BTO global expansion
Dutch Financial Services Provider, Achmea, has completed a minority investment in BetterTradeOff via the Achmea Innovation Fund.
Standard Chartered partners FinTech BetterTradeOff to offer new online financial planning solution
Online tool simulates different financial scenarios and provides options to build a highly comprehensive personal plan in minutes.Read more
BT Money Hacks: Building a solid personal finance plan
BTO's Laurent Bertrand talks to BT about how solutions like ours can make financial planning less complicated in these increasingly complicated times.
Zurich Malaysia Partners Singaporean Fintech to Simplify Financial Planning
Zurich Malaysia and Singapore-based fintech BetterTradeOff, launch Up | MyZurichLife, a financial planning solution exclusively for MyZurichLife’s users to help them plan their finance.Read more
BetterTradeOff Co-Founder and CEO Laurent Bertrand live on Ticker News
BetterTradeOff's CEO talks about financial lessons from the pandemic and how BetterTradeOff aims to help with an online solution that simplifies the task of building a sound and comprehensive financial plan.
Laurent Bertrand, BTO Founder and CEO, on Money FM's Prime Time
Singapore Minister Alvin Tan doesn't expect that Singapore will be in recession next year. Prime Time speaks with Laurent Bertrand from BetterTradeOff to find out more.
BetterTradeOff: Taking the pain out of financial planning
The Singapore-based startup’s user numbers rose sharply during Covid-19. It wants to raise $11.5m by year-end, is planning a launch in Australia and is eyeing the US marketRead more
How will your finances look like in 10, 20, 30 years? There are apps for that
In this digital age, financial planning apps have emerged as a way to offer more tailored and interactive advice to the masses.Read more
BetterTradeOff CEO Laurent Bertrand on Biztech.asia
BetterTradeOff Co-Founder and CEO Laurent Bertrand talks about how BetterTradeOff is using technology to democratise financial planning.
Making money habits visual is the heart of this FinTech
Laurent Bertrand, BTO Founder and CEO, speaks with MoneyFM's Michelle MartinRead more
Fintech Start-up Has Holistic Life-planning Solutions For Everyone
An interview with BTO Co-Founder and CEO Laurent Bertrand.Read more
BetterTradeOff wins the Global FinTech Hackcelerator 2018 at Singapore FinTech Festival
Out of 20 finalists, BTO is crowned the winner at Singapore FinTech Festival 2018.Read more
Meet Up: a financial Planning platform to help you manage your money
Financial planning. Two words to the average millennial, at best, spark disinterest, and at worst, causes anxiety.Read more
A one-of-a-kind platform for both advisers and consumers
We simplify the task of building a sound and comprehensive financial plan for both advisers and consumers.
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.
Financial planning solutions for institutions
Innovative solutions to drive deeper customer engagement, improve lead generation and increase sales.
Best in class data security
Protecting our customers’ data is a top priority. That’s why we've implemented the necessary policies and controls to achieve SOC 2 compliance, the gold standard of data protection. And with the help of Drata, continuously monitor our controls and maintain compliance over time.
The Digitalising Financial Advice Report
Learning we've gained from multiple projects with banks and insurers shows that a hybrid advice model – where consumers and advisers can plan together on the same platform – is most effective in driving engagement and sales.