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Standard Chartered Launches Financial Planning Solution in Collaboration with BetterTradeOff

Standard Chartered Bank has announced the launch of Standard Chartered Goals Planner (SC Goals Planner), a free, do-it-yourself online financial planning solution developed in collaboration with Singapore-based fintech company BetterTradeOff.

Available on SC Online Banking and SC Mobile, clients from all walks of life will be able to independently plan and track their financial goals through real-life simulations and insights specific to their life stages and financial status. The tool accounts for total household income, allowing clients to include loved ones in their financial plan and better take control of their finances, all at their fingertips.

With SC Goals Planner, Standard Chartered clients can:

Simulate key milestones and plan ahead – Designed to be highly intuitive and interactive, users simply ‘drag and drop’ new goals and events onto their timeline to simulate how it impacts their long-term financials such as cash flow, savings, and net wealth. This includes planning for goals such as property purchases, early retirement or funding a child’s education.

Simplify financial planning processes – Leveraging advanced analytics that includes details such as citizenship and other factors potentially affecting complicated local tax laws and financial rules, users can plan their finances with ease without compromising on accuracy.

Project for unexpected events – Users will be able to project how negative events, such as unemployment, critical illness, or the sudden loss of the household’s main breadwinner, may impact a family’s ability to remain financially resilient and secure

Gain insights to make better financial decisions – Users will be prompted with suitable opportunities to save, protect and invest their money according to their personal financial means and needs

As a do-it-yourself platform, SC Goals Planner gives users the opportunity to educate themselves on the planning process and financial fundamentals – learning as they go, while building confidence and conviction in the financial planning process.

Eugene Puar, Head of Wealth Management, Standard Chartered Bank, Singapore, ASEAN and South Asia said, “There is definitely heightened interest in better financial planning after an unprecedented year. We are pleased to partner BetterTradeOff in offering our clients a platform that is both intuitive and convenient for them to access on the go. This is where we believe we can close the financial literacy gap and empower clients to play a more active role in their financial planning.

“SC Goals Planner leverages advanced data analytics and our digital capabilities so our clients can create a holistic snapshot of their finances, simulate and plan ahead for key financial milestones, and make data-led decisions when it comes to wealth planning. Enhanced platform capabilities will be progressively rolled out to create an even more intuitive experience. This is one of the many steps we are taking to strengthen the client-bank wealth and financial planning dialogue.”

Co-Founder and Chief Executive Officer of BetterTradeOff, Laurent Bertrand added, “Covid-19, and its widespread social and economic impact, has accelerated the need for digital solutions that provide improved accessibility – not only to financial products – but to sound financial advice as well. It’s about enabling financial inclusion and giving people the tools to plan and achieve better and more secure futures. Having a market leader, like Standard Chartered, provide this solution to their customers for free, is a huge step in this direction.”


  • Polly is a journalist, content creator and general opinion holder from North Wales. She has written for a number of publications, usually hovering around the topics of fintech, tech, lifestyle and body positivity.

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