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.
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My Adviser
2 new messages
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Net worth
£512k
£1.3k
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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.
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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.
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Onboarding Assistant
Automate data entry, streamline client setup, and track onboarding progress.
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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.
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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.
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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
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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.
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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
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