We simplify and demystify financial planning
Traditional financial planning practices are complex and dependent on expert advice. We make financial planning a possibility for everyone, with an online solution that dramatically simplifies the task of building a sound and comprehensive financial plan. Allowing people, regardless of financial knowledge, to build their own financial plan or better engage with an adviser.
Financial planning for everyone
The future at your fingertips
Up is a free, do-it-yourself, life-planning platform that enables users to reimagine the future and unleash new possibilities through better financial decisions.
Up Adviser is an innovative digital platform that helps financial advisers co-create plans with clients to better demonstrate the value of their advice and build trust through transparency.
White label enterprise solutions
Helping leading financial intuitions build deeper relationships and unique customer value through white label and co-branded enterprise financial planning solutions.