Secure By Design.
Otto is designed to meet the security and data protection expectations of enterprise wealth management firms.
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Security that holds up to scrutiny.
Otto is engineered for the controls, evidence, and oversight that regulated wealth management demands, with security and data protection built into every layer of the platform.
Built for enterprise wealth
Otto is built to the controls, scale, and assurance standards that enterprise wealth management firms operate under. Security is foundational to the platform, not an afterthought.
Complete audit log
Every action is time-stamped, attributed to a user, and linked to the relevant record. The full audit trail is exportable on demand for regulators, auditors, and internal review.
Your data stays yours
Customer data is encrypted in transit and at rest, stored within the UK and EEA, isolated per client, and never used to train AI models.
Our security principles
Built for enterprise
ISO 27001-aligned security, UK GDPR compliance, and encryption in transit and at rest across the platform.
Access & Identity
Single sign-on and enforced multi-factor authentication connect Otto to your existing identity provider, with role-based permissions and least-privilege access applied across every workflow.
Structured Execution
Annual Reviews run as controlled workflows with defined stages, ownership, and gating — reducing reliance on manual coordination and individual knowledge.
Embedded Controls
Mandatory steps, approvals, and evidence capture are enforced by configuration, aligned to firm policy and risk appetite — not applied retrospectively.
Full Audit Trail
Every action is time-stamped, attributed, and linked to the review record, providing clear evidence of what happened, when, and by whom.
Real-Time Oversight
Live visibility of progress, overdue activity, and exceptions across the full review population enables proactive management and assurance.
Service Levels & SLAs
Defined service levels govern platform availability, incident response, and resolution, with clear escalation and communication for material incidents.
FAQ
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.