Supercharged wealth management

Supercharged wealth management

Otto acts as a team of virtual paraplanners that automates both adviser and client workflows

Otto acts as a team of virtual paraplanners that automates both adviser and client workflows

Built by experts from

Built by experts from

Do more with less

Accelerate
your adviser efficiency

Do more with less

The Otto platform supercharges advisers with their own digital paraplanners to increase clients and assets under management.

The Otto platform supercharges advisers with their own digital paraplanners to increase clients and assets under management.

Smart Client Portal

Provide a truly first-class digital experience to each of your wealth management and financial advisory clients.

Discover Meeting Assistant

My Adviser

2 new messages

See inbox

Net worth

£512k

£1.3k

View more

7 accounts

Oct 20, 2024

£223k

My Portfolio

£1.3k

1M

£512k

£400k

£300k

£200k

Meeting Assistant

Delegate coordination, scheduling, and note-taking tasks to your own meeting assistant.

Discover Meeting Assistant

Edit

Share

Meeting Summary

Edited 3 mins ago

2 people

In today’s meeting, you discussed Theresa’s current financial situation, goals, and the investment strategies implemented. You expressed satisfaction with the overall performance of her portfolio but indicated a desire for more diversification.


View transcript

Onboarding Assistant

Automate data entry, streamline client setup, and track onboarding progress.

Discover Onboarding Assistant

Amanda Nolan

New client

Personal Information

Financial Details

Risk Profile

Document Upload

Review

Report Assistant

Generate custom reports with AI from call data using your firm's documents as templates.

Discover Client Portal

Suitability Letter

Saved 3 mins ago

Alice Mitchell

24 Charleton Street

London

N1 37F

Onboarding Assistant

Automate data entry, streamline client setup, and track onboarding progress.

Discover Onboarding Assistant

Amanda Nolan

New client

Personal Information

Financial Details

Risk Profile

Document Upload

Review

Adviser technology is fundamentally broken

Adviser technology is fundamentally broken

Adviser technology is fundamentally broken

The industry provides advisers with technology stuck in the 90s, leading to inefficiencies, fragmented workflows and missed opportunities for clients.

The industry provides advisers with technology stuck in the 90s, leading to inefficiencies, fragmented workflows and missed opportunities for clients.

Archaic, siloed tech stacks

Archaic, siloed tech stacks

Wealth managers often rely on outdated, patchwork systems that are inefficient and difficult to integrate with modern tools.

Wealth managers often rely on outdated, patchwork systems that are inefficient and difficult to integrate with modern tools.

Burdensome regulations

Burdensome regulations

Increasingly complex regulations require time-consuming compliance efforts, taking focus away from client service.

Increasingly complex regulations require time-consuming compliance efforts, taking focus away from client service.

Multiple systems

Multiple systems

Managing multiple, disconnected systems creates inefficiencies and increases the risk of errors.

Managing multiple, disconnected systems creates inefficiencies and increases the risk of errors.

Changing client expectations

Changing client expectations

Clients now demand more personalised, digital-first services, putting pressure on firms to modernise.

Clients now demand more personalised, digital-first services, putting pressure on firms to modernise.

Expensive support

Expensive support

High operational costs, particularly in maintaining legacy systems and manual processes, strain profitability.

High operational costs, particularly in maintaining legacy systems and manual processes, strain profitability.

Fee compression

Fee compression

Growing competition and the rise of robo-advisers are putting downward pressure on fees.

Growing competition and the rise of robo-advisers are putting downward pressure on fees.

Start for free

AI-driven orchestration layer for wealth management

AI-driven orchestration layer for wealth management

Tie together all your existing systems and provide first class digital experience for your clients and advisers

Reporting

CRM

Practice Mgmt.

Client Portal

Communication

Which clients of mine|

Suggested searches

Which clients haven't updated their risk profile in the last year?

Which clients of mine have upcoming reviews?

Which clients of mine haven't had a meeting in over 6 months?

Reporting

CRM

Communication

Practice Mgmt.

Client Portal

Which clients of mine|

Suggested searches

Which clients of mine haven't updated their risk profile in the last year?

Which clients of mine have upcoming reviews?

Which clients of mine haven't had a meeting in over 6 months?

Save hours and increase clients per adviser

Save hours and increase clients per adviser

With Otto, you can easily automate admin to reduce your support costs and increase client capacity per adviser.

Enhance Productivity

Leverage AI to automate repetitive internal admin across workflows

Build more relationships

Re-invest saved time into existing relationships whilst building new ones

Generate more revenue

Drive positive growth to your top line from saved time and increased client engagement

Start for free

Supercharge your existing tech stack

Supercharge your existing tech stack

Otto isn’t just another platform - it's the last platform you'll need for your client related admin.

Otto isn’t just another platform - it's the last platform you'll need for your client related admin.

Start your free 7 day trial

Frequently Asked Questions

Frequently Asked Questions

What is Otto?

How does Otto help my advisory practice?

Can Otto integrate with my CRM and other software?

How secure is the data on Otto?

Can Otto support in-person client meetings?

How does Otto help with annual reviews?

How do I get started with Otto?

What is Otto?

How does Otto help my advisory practice?

Can Otto integrate with my CRM and other software?

How secure is the data on Otto?

Can Otto support in-person client meetings?

How does Otto help with annual reviews?

How do I get started with Otto?

What is Otto?

How does Otto help my advisory practice?

Can Otto integrate with my CRM and other software?

How secure is the data on Otto?

Can Otto support in-person client meetings?

How does Otto help with annual reviews?

How do I get started with Otto?

Your virtual paraplanner.

Automate your advisory workflows to save time and serve more clients.

help@ottofinance.io

© 2024 Otto Finance Ltd (Company Number 13009003)

Your virtual paraplanner.

Automate your advisory workflows to save time and serve more clients.

Contact us

© 2024 Otto Finance Ltd

(Company Number 13009003)