Uprise: Revolutionizing Financial Advisory for SMB Platforms
Uprise is a game-changer in the world of financial advisory for Small and Medium-sized Business (SMB) platforms. It offers embedded financial advice that is tailored to the unique needs of business owners.
The key features of Uprise include its ability to launch a premium advisory service in weeks. It helps increase engagement and generate revenue with financial guidance specifically designed for SMBs. Trusted by world-class SMB platforms, Uprise can increase retention and product value.
Uprise solves customers' burning finance questions and strengthens relationships with a personal touch from a real Certified Financial Planner® (CFP®) advisor. It unlocks a premium revenue stream and enables partners to increase their revenue per user by 66%+. The platform also allows for cross-selling more successfully by surfacing financial products to users at the right moment and enabling one-click conversion.
With Uprise, businesses can get a comprehensive view of their customers' financial picture, including assets held off the platform. This enables better service by understanding customers' goals and finances. Uprise guides customers through their financial journeys as business owners, recognizing that for small business owners, business and personal finances are intertwined.
The platform assists business owners at various stages of their business. It helps them navigate critical early decisions, save on taxes as the business grows, set up payroll, evaluate funding options, expand teams, distribute profits while maximizing tax efficiency, and secure the family's future and invest for long-term goals.
Uprise's financial advisors specialize in the unique challenges small business owners face across diverse industries. The platform offers a flexible, seamless integration with the option to launch a white-labeled solution in days or use APIs for customization. It covers security and regulatory overhead.
In summary, Uprise is a comprehensive financial advisory solution that empowers SMBs to make informed financial decisions and achieve their business goals.
