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Platform

Audit & Controls

Time-stamped, attributable records of every action. Role-based approvals and full traceability for regulated environments.

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Every action recorded, attributed, and ready for review.

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O
Microsoft Outlook
Iress
Microsoft SharePoint
Microsoft Dynamics
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

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.

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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.

O
Microsoft Outlook
Iress
Microsoft SharePoint
Microsoft Dynamics
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

Placeholder section heading three

O
Microsoft Outlook
Iress
Microsoft SharePoint
Microsoft Dynamics
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

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.

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.

0+

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.

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.