See what leading advisers have to say about BTO
“I haven’t yet seen another software capable of doing the same thing”
Michael Khosrowpour, Financial Advisory Director, at PromiseLand talks about Up Adviser.
"Gone are the days when I had to sit down with a client and use a pen and paper"
Maximilian Tung, Wealth Management Adviser at PromiseLand talks about Up Adviser.
“Advanced analytics and real time local market data means my calculations are accurate and up-to-date”
Andy Ng, Financial Services Director, at Infinitum Financial Advisory talks about Up Adviser.
“With Up Adviser we’re able to compress 85 years of life events into a financial roadmap”
Johnny Nimrod Chan, Financial Services Manager at Apex Wealth Management talks about Up Adviser.