Relieve your client’s financial anxiety
and build a strong trust-based relationship
to rapidly grow your revenue and multiply your high-quality referrals.
BTO was founded in 2015 with a mission to bring personalised life-planning to everyone, empowering all to reach their dreams and achieve lifetime financial security.
We developed a truly innovative life-planning solution called ‘Aardviser’ to show people how they can do it. In Aardviser we blend simplicity and functionality to help you easily match relevant products to your client’s life situations in 3 easy steps:
1. Understand and on-board your client into Aardviser
2. Let your client play with their own life scenarios and dreams
3. Match your investment and protection solution exactly to your client’s needs
Mission
To bring personalised Life-Planning to everyone
Vision
To help everyone plan a successful future
Values
Customer Centric
There is only one boss, the customer!
Ownership
We own our space, we fight for our ideas, and we get things done
Common Sense
Exercise sound business judgment in all our decisions
Transparency
Openly communicating, actively listening, challenging ideas
Fun
We love spending time together at the office and outside
Timeline
June 2015
August 2016
September 2016
January 2017
March 2017
June 2017
July 2017
August 2017
August 2017
September 2017
November 2017
November 2017
Advisers
Request Demo
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