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
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.
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.
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.
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.
We’ll take you on a tour and show you the possibilities with our solution.
BetterTradeOff Pte Ltd
7 Harrison Road, #06-01
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