Workflows
Continuous compliance monitoring for wealth firms
Continuous monitoring, instant alerts, and a complete audit trail at every step.
Request a demoCompliance that runs continuously, not just at review time.
Monitoring that never stops
Otto watches every client record and workflow in real time. Threshold breaches, overdue actions, and regulatory triggers surface immediately, not at the next scheduled review.
Alerts routed to the right people instantly
When something needs attention, Otto routes it to the correct team with the relevant context already attached. Exceptions are resolved faster because they arrive with everything needed to act.
Evidence assembled automatically, not retrospectively
Every action Otto takes is time-stamped, attributed, and logged to the client record. When a regulator asks, the evidence is already there, complete, consistent, and ready to export.
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.