Financial Planning at Scale

“With Covid-19 negatively impacting so many people, especially the poorest, we’re looking at partnerships that will allow us to make our solution available in more countries and to millions of more people, while bringing the power of sound financial planning to those who need it most,” Laurent Bertrand, BTO co-founder and chief executive, said.

BetterTradeOff was founded in 2015 and offers a software-as-a-service life planning solution that provides financial advisers with a collaborative digital platform for visualizing financial advice and building trust through transparency. It currently operates in Hong Kong, Singapore, Philippines, UAE, and Switzerland. The firm has raised $2 million in seed funding and has 15 staff based in Singapore.