We Make Sound Financial Planning A Possibility For Everyone.
Financial planning is too complex. When it comes to planning the future, most people know what they want- a healthy, happy family; a child in a good school; a comfortable home; and a happy, fulfilling retirement. What they don’t know- is what it takes to get there. How much does it cost to build and sustain the life they desire? How much is enough to protect and secure that future?
The solution is Financial Planning, a process designed to help people answer those tough questions. But traditional financial planning can be complex, unreliable, or only for the rich- leaving many without sound financial advice or a plan for the future.
We make it simple. We started BetterTradeOff on the belief that by leveraging technology we could simplify financial planning- making it possible for anyone, regardless of net worth or financial acumen, to make better financial decisions. And that’s what we did. Our online solution uses advanced analytics and an easy to use interface, to dramatically simplify the task of building a sound and comprehensive financial plan. So people can see for themselves what they really need, make better financial decisions, and build brighter financial futures.
For consumers, advisers and financial institutions
Our solution is available as a do-it-yourself and collaborative online planning platform across three distinctive customer segments- helping bring sound financial planning to more people through more channels.
Traditional financial planning practices are complex and dependent on expert advice. We make financial planning a possibility for everyone, with an online solution that dramatically simplifies the task of building a sound and comprehensive financial plan. Allowing people, regardless of financial knowledge, to build their own financial plan or better engage with an adviser.
Data security is our highest priority
We know your personal data is precious, so we take great precautions protecting it and including regular third party audits of our system and end-to-end encryption to assure confidentiality.
Making a difference
Covid-19 has highlighted the fragility of financial wellbeing and exposed the fact that millions are unprepared for such events. Our free, online solution, makes it possible for anyone, regardless of net worth or financial acumen, to build a sound financial plan and achieve UN Social Development Goals through financial inclusion and empowerment.
Building financial foundations: Establishing financial stability through fundamentals like home ownership, investing and adequate living expenses.
Enabling care and support: Gaining access to a higher quality of life via essentials like elderly care and better education.
Reducing vulnerability: Helping to build financial resiliency through better planning and preparedness.
Charting dreams and new possibilities: Opening the door to new possibilities such as leisure, improved mobility and retirement.
*This interview is covered by Swiftnlift Business Magazine