“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 CEO Laurent Bertrand on Biztech.asia

BetterTradeOff Co-Founder and CEO Laurent Bertrand talks about how BetterTradeOff is using technology to democratise financial planning.

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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.

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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.

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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.

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

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

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

    Zurich Insurance

    Up | MyZurichLife is a do-it-yourself financial planning platform developed in collaboration with Zurich exclusively for Malaysia.

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    The Future of Financial Advisory Event

    In case you missed it- watch a recording of our July 8th event, including an update from Up Adviser and a special presentation from Carol Seah, Founder and CEO of WYNNES Financial Advisers.

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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

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      BTO is proudly certified by the SAF