96 Robinson Road, #11-04, SIF Building, Singapore 068899
We simplify and demystify financial planning- making better financial decisions and brighter futures a possibility for everyone
BetterTradeOff is a Singapore-headquartered FinTech that’s revolutionising financial advice with an online solution that helps simplify and demystify financial planning. Making it possible for everyone, regardless of financial acumen, to make better financial decisions. Interactive and visual, the platform makes it easy for users to see and understand the impact of different decisions, while simulating a wide range of financial situations, such as purchasing a new home, or planning for retirement.
The solution has been deployed in Singapore, Hong Kong, the Philippines, the UAE, and Switzerland and is utilized across three distinctive business lines- a white-label and API based enterprise solution for financial institutions; a SaaS solution for Financial Advisers; and a free, do-it-yourself, financial planning platform for consumers.
BetterTradeOff was selected as the Malaysia Champion in Zurich’s global Innovation Championships 2020. In 2018, BTO won the Global FinTech Hackcelerator organized by the Monetary Authority of Singapore (MAS); and the ‘DIAmond Award – Most Innovative Start-up’, at the most prestigious InsurTech event in the world, the DIA Conference in Amsterdam.
Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......
Existing digital solutions are either too simple to be credible, or too complex to scale. Our unique hybrid solution allows consumers and advisers to plan together, or independently, on the same platform- helping drive trust and transparency, while enabling advisers to demonstrate the value of their advice and the products......
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......
Digital financial planning Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime. Clear and transparent advice Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice. Better client collaboration Share plans with ease and collaborate more effectively with......