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Wealth operations, automated.

Otto is the AI automation and governance platform for regulated wealth management operations.

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Made by experts from

Automate the work that runs your firm. Otto connects to your systems and runs your most critical workflows as governed processes, executed the same way every time, fully audited.

Search steps

Extract from documents

Run suitability check

Request adviser sign-off

Sync to Intelliflo

Consistent execution, every time

Otto runs your most critical workflows end to end, executed the same way every time.

Audit log

Documents received09:02

Eleanor Whitfield · pension transfer

Identity & AML verified09:14

Passport · proof of address

Risk profile assessed09:21

Balanced · score 6/10

Adviser review11:20

James Patel

Confirmation sent to client15:02

Secure email · report attached

Compliance built into the work

Compliance is enforced as the work runs, with evidence, audit trails, and sign-offs captured automatically.

1,284

Cases processed this month

98.6%

Completed on time

Exceptions need attention

One live view of the business

See every process, client, and exception in real time, in one shared view for operations and compliance.

Connect with any stack, and automate any workflow

Otto connects to the systems your firm already runs on, then automates each workflow to fit your existing process exactly, running it faster and more reliably without ripping anything out.

Connect to any system

Plug into the CRM, portfolio platforms, and document stores you already run, without replacing any of them.

Automate any workflow

Define a workflow once and let Otto run it end to end, with every step logged and fully auditable.

Maintain complete control

Set thresholds, approvals, and sign-offs so every action runs exactly by your rules, never ours.

Suitability check

Analyzing client suitabilitySuitability rules

Searching databaseClient Records

I found the client's existing portfolio and risk profile. I'm now cross-checking against suitability rules to flag any mismatches.

Reading documents

PDFSmith_Fact_Find_2026.pdf

PDFSmith_ATR_Questionnaire.pdf

PDFSmith_Existing_Portfolio_Valuation.pdf

4 more files

Answering

Approval rules

Auto-approve up to

£50,000

£0£80,000

Require sign-off above limit

Automate every area of your operations

Each workflow is tailored to fit your existing process exactly, refined to match how your team already works and then automated to run it faster and more reliably.

Onboarding

AML to suitability in one continuous workflow.

Annual Reviews

Compliant review packs, produced automatically.

Acquisitions

Migrate and remediate acquired books of business.

Platform Actions

Open accounts and move client money into products.

Theadviserandclientexperiencewastransformed.
Over80to90%oftheprocessbecamemoreelegant,streamlined,andsignificantlyfaster.

Gilad AmirDigital Operating Partner at Pollen Street Capital

Work that took days now takes hours.

The same result, every time, across every firm running on Otto. These are not projections. This is what Otto delivers in practice.

0.0%

Less time per workflow

Average reduction in end-to-end workflow time across Otto-managed processes.

Workflows automated

Deployed across adviser, compliance, and operations teams.

£0bn

Assets under management

Across firms running their operations on Otto today.

Built for regulated,
enterprise environments.

Otto is designed to meet the security and data protection expectations of enterprise wealth management firms. Controls and certifications are foundational, not additive.

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ISO 27001

Certified against the international standard for information security management, covering risk assessment, access controls, and continual improvement across the business.

SOC II

Independently audited for security, availability, and confidentiality, with controls evidenced on an ongoing basis rather than at a single point in time.

GDPR

Built for full compliance with EU data protection law. Data minimisation, residency, and the right to erasure are handled by design, not bolted on.

The operating layer for wealth management.