Our online solution dramatically simplifies the task of building a sound and comprehensive financial plan- making better financial decisions and brighter futures a possibility for everyone.
Financial Planning For Everyone
Deployed in Singapore, Hong Kong, the Philippines, Switzerland and the UAE- offering cloud-based financial planning platforms for consumers, advisers and financial institutions.
The Future Is Bright
Enabling financial inclusion with a free, online solution, that makes it possible for anyone, anywhere, regardless of net worth or financial knowledge, to build a sound financial plan.
“I haven’t yet seen another software capable of doing the same thing”
Michael Khosrowpour, Financial Advisory Director, PromiseLand
Simplifying financial planning for Malaysians with Zurich
Up | MyZurichLife is a do-it-yourself financial planning platform developed in collaboration with Zurich exclusively for their customers in Malaysia.
We make financial planning simpler and more accessible
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.
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
Fintech Start-up Has Holistic Life-planning Solutions For Everyone
An interview with BTO Co-Founder and CEO Laurent Bertrand.Read more
Young adults tackle first economic crisis
The Sunday Times finds out how they are rethinking their saving and spending habits with the Covid-19 pandemic.Read more
Me & My Money: Sound financial planning is core tenet in his life
Fintech founder believes in investing with long-term view, tapping power of compounding.Read more
Tech Talk: The FinTech Start-up Revolutionizing Financial Planning
Shannon Cullum, CMO at BetterTradeOff, talks about BetterTradeOff’s latest successes, their big plans, and their revolutionary financial planning solution Up.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
How financial planning will change post COVID-19
BetterTradeOff CEO, Laurent Bertrand, talks about Up and how financial planning has changed due to the pandemic on Money FM 89.3 with Elliott Danker, Manisha Tank, and Ryan Huang.Read more
What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform
Caught between filial piety and obligation.Read more
Synpulse and BetterTradeOff partner to transform financial planning in Asia
The partnership brings Synpulse’s deep knowledge and expertise in financial services to BTO.Read more
Financial Tools: Part 2 – Financial Planning App
Covid-19 has dealt a severe blow to the economy, and as it has, affected people of all ages and vocations across the world.Read more
7 money tips for young adults who want to retire early
The Edge Singapore spoke to Laurent Bertrand, the co-founder and CEO of Up, a platform that simplifies financial planning, on how young adults can start planning for their retirement, as well as other money-saving tips.Read more