Platform
A CRM that works the client relationship, not just stores it
An agentic client layer that keeps every record current and acts on what it finds.
Request a demoA CRM that does the work, not just holds the data.
A client record that keeps itself current
Every interaction, document, and platform feed flows into one canonical record. The CRM reconciles it, fills the gaps it can, and flags the ones it can't. The record stays current without anyone keeping it that way.
An agent that works the book, not a database that waits
Traditional CRMs wait to be updated. Otto's acts. It chases outstanding information, drafts the next follow-up, prepares what each client needs before their review, and routes the exceptions that need a human. The book moves forward on its own.
The client layer every workflow runs on
Onboarding, reviews, acquisitions, and platform actions all read from and write to this one record. The CRM isn't a silo bolted to the side of the platform; it's the spine the whole platform runs on.
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.