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Meet Otto, the next-generation financial health and intelligence engine for employees.   

The ultimate financial health co-pilot.

Holistically understand and improve your financial life from a single, unified location, enriched with best-in-class analytics and actionable AI-driven next steps.

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Otto provides the deepest level of insight into users' financial lives, from cashflow and budgeting to investing, tax, and pensions. 

Meet every financial health benchmark

Otto helps you gain clarity on your life's path and embrace a well-structured financial plan tailored to help you achieve your goals.

Tracking

Insights

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Real-time cashflow monitoring 

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AI-driven financial life assistant

Instant net worth breakdown 

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1:1, 24/7 personal financial coach

Holistic spending overview

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Real-time financial health analysis

Investment portfolio analysis

Pension aggregation

Credit scoring

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Dynamic financial roadmapping

Debt amortisation strategies

Portfolio risk

Education

Adaptive financial education journeys

Short-form video content 

On-demand long form workshops

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Weekly thematic expert sessions

Personalised article library

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Investment ideation

Retirement planning

Tax allowance strategy

Emergency fund status

Financial goal likliehood analysis

Behavioural finance coaching

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Let Otto do the heavy lifting so you can focus on the things you care about. 
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A seamless path to financial health

Our onboarding process is designed to get your financial life optimised as fast as possible.   

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Financial health is hard to maintain.

Managing financial health has become increasingly challenging due to the heightened levels of financial stress, the lack of access to high-quality financial guidance, and the continuous rise in financial complexity.

60%

of people say financial problems are their #1 source of stress

2/3

knowledge workers have little to no plan for retirement

£1m+

Average AUM requirement for private banking in the UK

10+

financial accounts per average UK citizen bring unparalleled levels of noise

Otto directly solves these issues. 

Otto supports high-performing teams as an employee benefit 

"The platform really goes one step further in supporting your people in an area which is typically taboo for employers."

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Jack Bostock
ComplyAdvantage

Otto creates happier, more financially secure teams  

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“ComplyAdvantage knew more action was needed beyond providing cash rewards and benefits to support our team members in dealing with the impact of the rising cost of living. With Otto, Our team members feel reassured that they are able to tackle today’s economic challenges as well as taking steps to achieving long term financial health as part of the coaching and support available on the platform."

Jack Bostock
People Operations Partner
ComplyAdvantage

 

“Before Otto, I found understanding my stock options so overwhelming. Now I feel in control and excited about the potential impact they could have on my long term wealth!”

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Dorothy

Product Manager

"I never thought I would afford a house. Otto helped me to create timeline, understand my mortgage options and start saving towards my dream home."

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Account Executive

Gabriella

"I used to envy friends who actively invested in the stock market. My Otto Coach helped me create an investment plan and understand financial jargon.

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Software Developer

Alex

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