Otto Finance
AI powered adviser platform that automates onboarding, reviews and client workflows end to end.
Otto is an AI powered adviser platform that automates onboarding, reviews and client servicing workflows.
It connects to your existing systems, maintaining a single, consistent client record across CRM, risk tools and reporting. Advisers and paraplanners benefit from guided journeys, prefilled data, automated meeting summaries, task creation and configurable letters.
Automate core adviser workflows
Otto replaces manual onboarding, reviews and client admin with automated, structured workflows. Data flows across the entire adviser lifecycle, reducing rekeying, saving time and improving compliance.
AI-driven to drive efficiencies
Otto uses AI to summarise meetings, generate letter drafts and surface client insights. Advisers stay in control with clear approvals, auditing and compliance checks built in.
Integrated with your systems
Otto connects seamlessly to your CRM, risk tools and data sources. Updates sync automatically, ensuring a single source of truth across advice, paraplanning and client journeys.
Otto removes rekeying, reduces admin and ensures all updates flow through structured, auditable approvals. Designed for enterprise advice firms, Otto provides a modern workflow engine that increases adviser capacity, improves compliance and enhances the client experience.
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