Unlocking the power of zero party data in financial services

Laurent Bertrand shares the tech tools that he and BetterTradeOff use to manage and grow the company.

Financial planning is essential for people of all ages, but it is significant for Singaporean Millennials and Gen Zs who face rising living costs and taxes. Digital solutions such as goal-based calculators and budgeting apps are either too simple to provide a comprehensive view of one’s finances or too expensive to scale beyond high net-worth, private banking customers.

BetterTradeOff (known as BTO), a Singapore-based wealthtech startup, intends to raise a Series A round of venture funding in late 2023 or early 2024 in order to fund geographic expansion and support product integration with its partners.

SC Ventures, the fintech, investment and ventures arm of Standard Chartered, have concluded an investment round in BetterTradeOff.

BetterTradeOff Co-Founder & CEO, Laurent Bertrand, sat down with The Business Times and Howie Lim.

BetterTradeOff CEO Laurent Bertrand, speaks to MoneyFM's Prime Time

BetterTradeOff CEO Laurent Bertrand recommends investing in alternative asset classes.

Speaking with Asian Banking & Finance, Bertrand noted that despite the enormous investment that banks have sunk into technology– US$70b from major US banks alone in 2021– most consumers remain diffident on completing complex banking activities by themselves online.

Dutch Financial Services Provider, Achmea, has completed a minority investment in BetterTradeOff- a Singapore headquartered FinTech that makes financial planning accessible to everyone. The funding comes via the Achmea Innovation Fund, established to support start-ups that strategically align with Achmea’s mission.

Laurent Bertrand, BTO Founder and CEO, speaks with Singapore Business Review

InsurTech NY, the largest InsurTech community in North America, announced today its third growth-stage InsurTech accelerator cohort.

BTO Co-Founder and CEO, Laurent Bertrand, speaks to MoneyFM's Prime Time

It is after all a personal process.

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.

In this digital age, financial planning apps have emerged as a way to offer more tailored and interactive advice to the masses.

Laurent Bertrand, BTO Founder and CEO, speaks with MoneyFM's Michelle Martin

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

Online tool simulates different financial scenarios and provides options to build a highly comprehensive personal plan in minutes.

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.

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.

Covid-19 has dealt a severe blow to the economy, and as it has, affected people of all ages and vocations across the world.

Caught between filial piety and obligation.

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

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

Financial planning. Two words to the average millennial, at best, spark disinterest, and at worst, causes anxiety.

Shannon Cullum, CMO at BetterTradeOff, talks about BetterTradeOff’s latest successes, their big plans, and their revolutionary financial planning solution Up.

Fintech founder believes in investing with long-term view, tapping power of compounding.

The Sunday Times finds out how they are rethinking their saving and spending habits with the Covid-19 pandemic.

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.

Out of 20 finalists, BTO is crowned the winner at Singapore FinTech Festival 2018.