Financial Planning For Everyone
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.
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.