Workflows
Migrate and remediate acquired client books
Migrate and remediate acquired client books without the operational overhead.
Request a demoTake on new books of business without taking on the chaos.
Data extracted and structured from any source
Otto ingests client records from legacy platforms, PDFs, and spreadsheets and maps them into a clean, structured format. Acquired data arrives in your systems ready to act on, not ready to clean.
Remediation workflows triggered automatically
Otto identifies gaps in suitability, missing documentation, and compliance flags across the acquired book and runs remediation workflows immediately. Advisers are assigned only the exceptions that need human judgement.
Integrated into your stack from day one
Acquired clients are connected to your CRM, portfolio platform, and compliance tools as part of the migration process. By the time the acquisition closes, operations are already running.
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.