Solution introduction

Do-it-yourself financial planning

Up enables users to reimagine the future and unleash new possibilities through better financial decisions

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.

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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