BTO - Bettertradeoff

11/05/2023

Following the news that SCVentures has invested in BTO (BetterTradeOff), DigFin Group spoke to BTO Co-Founder and CEO, Laurent Bertrand, about our global expansion plans and upcoming Series A raise.

The Singapore-based wealthtech BetterTradeOff plans to raise money to expand worldwide.

11/05/2023

BIG news as we announce the addition of SCVentures as an investor and partner. What a privilege it is to be backed by this industry leader, alongside Achmea Pensioenservices, the Achmea Innovation Fund, and PostFinance, as we continue our expansion across Asia, Europe and the U.S., making comprehensive financial advice available at scale, with the world’s only truly global financial planning platform.

BetterTradeOff offers a DIY platform for consumers, a SaaS solution for financial advisers, and a white-label platform for financial institutions

21/04/2023

As Ramadan comes to a close, we embrace the spirit of forgiveness, gratitude and unity. Here’s wishing you and your family a prosperous and joyous Hari Raya. May it be filled with happiness, love, and peace.

Selamat Hari Raya from BetterTradeOff!
www.bettertradeoff.com

30/03/2023

Don't miss BTO - Bettertradeoff Co-Founder & CEO Laurent Bertrand live on CNA's Money Mind with Stanley Leong and Andrea Heng as they discuss how digital-first banks are disrupting the industry and what traditional institutions can do to fight back.

Listen here: https://www.channelnewsasia.com/listen/money-mind

03/01/2023

Managing our money can be a challenge. Especially with inflation on the rise. BTO Co-Founder and CEO, Laurent Bertrand, spoke to MONEY FM 89.3's Prime Time about how consumers can manage their budget and portfolios in the face of inflation, a possible recession and the GST rate hike (!). Have a listen. And visit upplan.sg to build your our financial plan in just 15 minutes with Up.

With the festive season fast approaching, consumers will now be compelled to manage their budget even more carefully, all while dealing with an inflationary environment, a possible recession and the impending GST rate hike in January 2023. This raises the question: how should consumers manage their....

12/12/2022

Singapore Business Review talked to BetterTradeOff CEO and Co-Founder Laurent Bertrand about why now - more than ever - having a sound plan and long-term view is the key when it comes to your finances. Check it out.

Bertrand added that the first step to managing one’s financial portfolio in the face of economic uncertainties is by investing and staying invested.

29/11/2022

A great interview in Asian Banking & Finance with BetterTradeOff's Co-Founder and CEO Laurent Bertrand- as talks about the challenges financial institutions face replicating their offline sales and advisory model, online. And how our unique hybrid solution bridges the gap between people and the advice and products they need to secure their financial future. Digital advice is the missing link in the effective sale of financial products online

https://asianbankingandfinance.net/banking-technology/exclusive/why-hybrid-platform-answer-banks-digital-advisory-woes

06/07/2022

Please checkout BTO (BetterTradeOff) Co-Founder and CEO Laurent Bertrand's interview with Ibrahim Sani on Astro AWANI, as he talks about how people can better prepare themselves financially for the possibility of recession.

And how BTO is helping drive and improve through our own solutions and innovative client platforms:

• Up: www.upplan.sg
• Up Adviser: www.upplan.sg/up-adviser
• Standard Chartered, SC Goals Planner: https://lnkd.in/dPm8VRaP
• Zurich, UpMyZurichLife: https://lnkd.in/dSdYtQfe

Laurent Bertrand, CEO and Co-Founder, BetterTradeOff shares with Ibrahim Sani, on what investors must be thinking about when investing in a period where central banks around the world are tightening monetary policies.

08/03/2022

We're thrilled to be celebrating International Women's Day alongside Standard Chartered today as partners in SC Goals Planner. Bringing highly personalised financial planning to all their customers, and empowering women to plan and choose what’s best for them financially. Click here to learn more: https://www.sc.com/sg/wealth/iwd/

03/01/2022

Start the year with a plan for growing your business! Join Up Adviser's upcoming webinar: Getting Started With Digital Marketing

In this webinar we’ll discuss how digital marketing can help advisers ‘scale trust’ and start selling, even before meeting the client. We'll cover everything you need to know to get started, including-

★ The role of digital marketing and how it can help you grow your business
★ Setting the right objectives
★ Defining your target audience
★ Developing your offering and key messaging
★ Using Up Adviser's digital tools to attract, qualify and convert highly qualified leads

The event will be hosted by BetterTradeOff's Chief Marketing Officer Shannon Cullum. Over his 25 plus years in marketing and communication, Shannon has held executive positions in Canada, the U.S, Europe and Asia Pacific, including CEO roles with leading multinational ad networks- Saatchi & Saatchi and Mullen Lowe. Working across 30 plus countries and over 20 consumer and B2B categories.

We hope to see you there! Click here to register: https://us02web.zoom.us/webinar/register/6116411871085/WN_kMGgF_1ETPCsY6AAeDZiGQ?fbclid=IwAR1-P_NYZHPmI0Bzv3K7Lc7tYGnM9Sm-tiiLeNAKKiOj1P6yB4kKMAv0bCY

01/11/2021

In case you missed it- watch the full recording of Up Adviser's roundtable discussion with:

★ Alfred Chia 谢诏全 Chia, CEO, SingCapital
★ Carol Seah, Founder CEO WYNNES Group
★ Mike Yap, Co-Founder & Head of Growth, Client Volt

As they discuss how digitalisation is impacting the world of financial planning and the way financial advisers manage their clients and business.

https://www.upplan.sg/up-adviser-roundtable

A big thanks to all who attended!