Workflows
Annual review packs, generated automatically
Compliant annual review packs, generated and dispatched automatically.
Request a demoReview season without the operational drag.
Data gathered from every source automatically
Otto pulls portfolio valuations, transaction history, risk profile, and suitability data from connected platforms. Review packs are populated before an adviser opens the file.
Packs generated to your house standard
Every review document is produced to a consistent template, with the right disclosures, sign-off sections, and regulatory references included automatically. No manual formatting, no version inconsistency.
Sign-off and dispatch without the back-and-forth
Advisers review and approve in one step. Otto handles client dispatch, records confirmation of delivery, and logs the completed review against the client record. The audit trail closes itself.
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.