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 clients.

Up Adviser was developed in collaboration with top advisers and their clients
This industry pilot project set out to demonstrate that a collaborative approach to digital financial planning, supported by BTO’s solution, could help advisers improve productivity and serve clients better.

Powerful tools to plan and protect your client's future

• Client self-onboarding - Save time on fact finding by allowing clients to self-onboard digitally.
• Child dream - Help clients plan and better prepare for the addition of a new child.
• Insurance gap simulation - Identify coverage gaps and secure your client's financial future.
• Inflation adjusted and nominal values - Demonstrate the impact of inflation by switching between inflation adjusted and nominal value views.
• Relocation simulation - Help clients assess and plan for relocation opportunities.