Financial Planning For Everyone

Unleash possible

Our cloud-based solution has been deployed in Singapore, Hong Kong, the Philippines, the UAE, and Switzerland. Offering do-it-yourself and collaborative online planning platforms across three distinctive customer segments.

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.

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Revolutionising advice

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.

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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.

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The financial planning solution everyone’s talking about