Workflows
Client onboarding, automated end to end
AML to suitability in one continuous, governed workflow.
Request a demoFrom first contact to fully onboarded, without the manual effort.
AML and KYC, automated end to end
Otto runs identity verification, sanctions screening, and source-of-wealth checks automatically. Every step is documented and evidenced as it completes. No chasing, no manual assembly.
Suitability built into the workflow
Risk profiling, fact-find completion, and suitability assessment are embedded into the onboarding sequence. Advisers review outputs, not admin. Compliance teams get a complete audit trail without asking for it.
Welcome packs and account setup handled automatically
Once suitability is confirmed, Otto generates and dispatches welcome documentation, triggers account setup across connected platforms, and closes the loop, all without manual intervention.
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.