We simplify and demystify financial planning

Unleash possible

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.

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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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Enterprise solutions

Helping leading financial institutions drive deeper relationships, unique customer value and the effective sale of financial products online through white label and cobranded enterprise financial planning solutions.

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  • The solution digitised what I've been doing using an Excel spreadsheet.

    Ang Kok Chin

    Financial Advisory Director, Financial Alliance

  • This helps WYNNES in a test project – '30 under 30’ – to engage in a conversation with millennials, who are the next generation of our senior clients.

    Carol Seah

    Founder & CEO, WYNNES Financial Advisers

  • It provided a better understanding of client needs and their potential returns for retirement planning.

    David Wee

    Manager Distribution, Finexis

  • The client was very impressed with the platform. It made explanation and planning very easy to articulate!

    Mahalingam Saravanan

    Associate Director Business Development, JPara Solutions

  • I told him rather than show him various retirement plans, I could go through his financial status and do holistic planning for his family, for him to have a better picture.

    Philip Ong Kheng Leong

    Director, Ray Alliance

  • It’s able to give clients a more holistic and complete financial planning experience, especially a non-bias point of view.

    Stanley Sum

    Senior Financial Consultant, SingCapital