Every workflow, connected and governed.
From data extraction to AI agents and audit controls — Otto connects, automates, and governs wealth management operations end to end.
Request a demoYour data, structured and in motion.
Otto reads whatever your firm receives, connects to the systems you already run, and keeps every record reconciled in real time.
Every workflow, running on its own.
Define a process once and Otto runs it continuously, from routine admin to AI agents handling client work end to end.
Nothing happens without a record.
Every action is attributed, evidenced, and visible as it happens, so audit and oversight are built in rather than reconstructed after the fact.
How we help your operations
Request a demo1. Discovery & process mapping
We start by understanding how your firm operates today — your processes, the controls you rely on, and the bottlenecks slowing your team down. From there we identify which of our flagship workflows fits your operation.
2. Mapping to a flagship workflow
Rather than starting from a blank page, we map your processes and challenges onto one of our proven, production-ready workflows — so you begin from a foundation already trusted across regulated wealth management.
3. Configuration to your specifics
During configuration we map your specific rules, thresholds, document templates, and sign-off logic onto that workflow, so it mirrors exactly how your firm works — without reinventing the underlying process.
4. Integration & rollout
We connect the workflow to your existing CRM, portfolio platforms, and document stores, then go live with full audit trails, monitoring, and ongoing support as your firm evolves.
5. Complete visibility
Once live, you get a real-time view of every workflow — what is in progress, where exceptions are waiting, and a full audit trail behind each action. Your operations and compliance teams see exactly what Otto did and why.
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.
Consistent execution, every time
Otto runs your most critical workflows end to end, executed the same way every time.
Compliance built into the work
Compliance is enforced as the work runs, with evidence, audit trails, and sign-offs captured automatically.
One live view of the business
See every process, client, and exception in real time, in one shared view for operations and compliance.
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.
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.
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.
Explore Security →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.