Platform
A client portal, built for today
A branded, secure portal where clients see their plan, documents, and progress, fed live from the platform.
Request a demoGive clients a window into their financial world, under your brand.
A branded home for every client relationship
Clients log in to a portal that carries your firm's name, look, and tone. They see their plan, their portfolio, and their documents in one place: a single trusted window into the work you do for them.
Fed live from the platform
Valuations, review packs, messages, and updates flow straight from the platform into the portal as they happen. There's no separate system to maintain and no data to re-key, so what clients see is always current.
Two-way, and fully connected
Clients upload documents, e-sign, and message their adviser directly in the portal. Every action lands on the client record and can trigger the right workflow, so the portal feeds the platform as much as the platform feeds the portal.
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.