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, Malaysia, 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
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
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 CEO Laurent Bertrand on Biztech.asia
BetterTradeOff Co-Founder and CEO Laurent Bertrand talks about how BetterTradeOff is using technology to democratise financial planning.
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.
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
Why It Matters: Effective marketing in the complex fintech industry
While building a great product is the first step towards revolutionizing the fintech industry, deploying the right fintech marketing techniques to make it big is often a challenge in an increasingly saturated market.Read 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
Fintech Start-up Has Holistic Life-planning Solutions For Everyone
An interview with BTO Co-Founder and CEO Laurent Bertrand.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
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
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
Bringing financial planning to millions more through partnerships with leading financial institutions
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.
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.
Financial planning solutions for institutions and enterprise
Innovative solutions 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.