The Problem

People have dreams

Financial planning is too complex

Advisers have objective

The lack of client’s trust is the main obstacle

And so, we created a life-planning solution that meets the needs of both advisers and their customers

 

How It Works

We do everything we can for you to not only delight your customers but to completely own the customer experience – all in one collaborative space

Digital Onboarding
Dreams & Life Event Simulator
Insurance In-Context
Investment Simulator
Pension & Tax
CRM
Digital KYC
Join the Super League of Advisers
BetterTradeOff.

Build holistic financial planning with your client

Offer a holistic financial planning approach to your clients, covering all the major topics such as local tax & pension rules. Empower them to build their own life plan.

BetterTradeOff.

Boost your efficiency & productivity

Work smarter with our powerful analytics, decision assistance & insight-driven reporting. Digitally onboard customers in less than 5 minutes & prepare a digital KYC in no time.

BetterTradeOff.

Customisation & security

Make it your own with our flexible, modular, white-label solution. Feel secure as our platform is encrypted with banking-grade security & all communication is 256-bit SSL encapsulated between all end-points.

BetterTradeOff.

Increase revenue & sales with in-context recommendation

Manage new & existing clients with our built-in CRM. Boost sales by showing direct relevance in a client’s life with tailor-fit solutions. Enjoy regular trainings regarding best sales practices.

Send us a message

We’ll take you on a tour and show you the possibilities with our solution.

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Find Us
Singapore Singapore

BetterTradeOff Pte Ltd
One Pemimpin, #02-01
1 Pemimpin Drive, 576151 Singapore

Singapore Dubai

BetterTradeOff Fintech Solutions Ltd
Unit 8,9 Level 4
Gate Precinct Building 5
Dubai International Financial Centre
P O Box 506520
Dubai, United Arab Emirates

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