“I haven’t yet seen another software capable of doing the same thing”

Michael Khosrowpour, Financial Advisory Director, PromiseLand

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Up Adviser uses advanced analytics and powerful visualisations to better demonstrate the value of sound financial advice.

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BetterTradeOff in the news

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.

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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.

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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 market

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Synpulse and BetterTradeOff partner to transform financial planning in Asia

The partnership brings Synpulse’s deep knowledge and expertise in financial services to BTO.

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Fintech Start-up Has Holistic Life-planning Solutions For Everyone

An interview with BTO Co-Founder and CEO Laurent Bertrand.

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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.

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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.

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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.

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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.

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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.

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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.

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What’s Up? How to Break Out of the Sandwich Generation Cycle with this Platform

Caught between filial piety and obligation.

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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.

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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.

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    Bringing financial planning to millions more through partnerships with leading financial institutions

    A co-branded solution for Zurich Insurance

    Up | MyZurichLife is a comprehensive, do-it-yourself financial planning platform developed in collaboration with Zurich Insurance Group for Malaysia- allowing users to discover and understand how Zurich products can enable and enhance their financial life journey.

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    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.

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    Digital planning for financial advisers

    Up Adviser helps financial advisers demonstrate the value of their advise and build trust through transparency.

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    Financial planning solutions for institutions and enterprise

    Innovative solutions to drive digital transformation and deeper customer engagement.

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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.

      Click Here To Get The Pilot Report

      Brighter futures

      Making a difference by enabling UN Social Development Goals through financial inclusion and empowerment.

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      Internationally recognised and awarded

      Awards New

      BTO is proudly certified by the SAF