Try it free for 30 days. Cancel anytime.
Just pick your plan and register to get started. Cancel before your free trial ends and you won't be charged.
End-to-end digital delivery from lead gen management to financial planning
Lead Generation Management
- Personal client registration link
- Personal Up Adviser marketing website
- Tool kit with sample social posts and emails; videos, pictures, marketing copy and webinar tips
- Free marketing consultation
Financial Planning
- A comprehensive and interactive planning solution with real time local market data
- Client self-onboarding and 'fact finding'
- Unlimited client books and free access for digital engagement with up to 10 clients
- Add additional clients for just S$1 per client per month
- A private coaching session to prep for an upcoming client meeting
Client Reporting
- Generate detailed and accurate client reports in minutes
Lead Generation Management
- Personal client registration link
- Personal Up Adviser marketing website
- Tool kit with sample social posts and emails; videos, pictures, marketing copy and webinar tips
- Free marketing consultation
Financial Planning
- A comprehensive and interactive planning solution with real time local market data
- Client self-onboarding and ‘fact finding’
- Unlimited client books and free access for digital engagement with up to 10 clients
- Add additional clients for just S$1 per client per month
- A private coaching session to prep for an upcoming client meeting
Client Reporting
- Generate detailed and accurate client reports in minutes
Frequently Asked Question
30 days from the day you register. There will be no charges to your card during this period, with the first charge applied automatically at the end of the trial period.
Yes, you can cancel anytime. Should you cancel, you will still have access to the system for the time you have committed to. For example, if you request a cancellation during the trial period, you will have access until the end of the trial period. Subsequently, your access would be revoked. If you request a cancellation during your annual subscription, you would have access until the end of the annual billing cycle. Subsequently, your access would be revoked.
The best way to cancel a subscription is to create a customer support request. You can expect a response from us within 1-2 business days. When the cancellation has taken effect, you would be notified.
You are able to upgrade or downgrade your subscription plan. The changes will take effect at the end of your current commitment period. For example, if you request an upgrade from a monthly subscription to an annual subscription, you would complete the current billing cycle for the monthly subscription, and following this, the next subscription cycle would change to the annual subscription.
To make the platform affordable we have kept the base price to a minimum. The client charges are only applied once you cross the threshold of 10 free clients. A client is defined as someone you have given access to, and have completed a profile for.
This is a module that includes your own personal registration page and personal Up Adviser website for use in your marketing activities. Prospects who register and self-onboard via your personal registration page will become highly qualified leads for you. We also provide a marketing toolkit to help you get started.
This is a marketing website that covers the benefits of Up Adviser to clients. You can send prospects to this page as part of your marketing, and by linking your Up Adviser registration page, drive people to register and onboard- creating a qualified lead.
You will receive a link in the Welcome Email you receive from us- via this link you can book a time that’s convenient for you.
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