“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.

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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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White label planning solutions for financial institutions

An innovative solution 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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    BetterTradeOff in the news

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

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

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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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    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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    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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    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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    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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      Internationally recognised and awarded

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      BTO is proudly certified by the SAF