Otto acts as a team of virtual paraplanners that automates your back office heavy lifting
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Built by experts from
The Otto platform supercharges advisers with their own digital paraplanners to increase clients and assets under management.
Custom meeting summaries
Automatically generate concise summaries of key discussion points after client meetings using your firm's templates.
Report generation
Quickly create detailed, compliant reports with minimal manual input.
Automate annual reviews
Streamline the entire review process, generating annual suitability letters with your templates.
Populate fact finds with AI
Use AI to pre-fill fact finds, reducing manual data entry and saving time.
Integrate with your systems
Seamlessly connect with your CRM to keep client data and records in sync.
Meeting prep & follow-ups
Automate meeting preparation and follow-up tasks to ensure nothing is missed.
Client portal
Improve your client experience with a next-generation portal, enabling seamless communication, secure file sharing, and clear insights into their financial position.
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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.
Archaic, siloed tech stacks
Wealth managers often rely on outdated, patchwork systems that are inefficient and difficult to integrate with modern tools.
Burdensome regulations
Increasingly complex regulations require time-consuming compliance efforts, taking focus away from client service.
Multiple systems
Managing multiple, disconnected systems creates inefficiencies and increases the risk of errors.
Changing client expectations
Clients now demand more personalised, digital-first services, putting pressure on firms to modernise.
Expensive support
High operational costs, particularly in maintaining legacy systems and manual processes, strain profitability.
Fee compression
Growing competition and the rise of robo-advisers are putting downward pressure on fees.
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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.
Centralised client management
Manage fact-finds, meeting notes, and reporting all in one place, eliminating the need for multiple systems.
Enhanced Client Engagement
Deliver personalised experiences with AI-driven insights and communication tools.
Regulatory Compliance Made Easy
Automate documentation and reporting to meet compliance standards with minimal effort.
Automated Admin Tasks
Boost productivity by automating data entry, report drafting, and client communications, reducing manual work.
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