Otto is an AI-powered co-pilot for wealth managers that enables them to service digitally-native clients at scale. Otto also offers workplace support for companies that want to provide their teams with financial coaching services.

For wealth managers, financial advisors, or employers interested in learning more, please reach out through our contact form. Individuals seeking access to Otto are encouraged to connect us with their wealth manager or HR team.

Otto currently serves UK-based companies.

We partner with HR teams to offer Otto as a benefit for companies seeking to support their employees' financial health. This grants each employee unlimited access to their personal financial coach, fostering collaboration and communication through messaging and video calls to enhance their financial well-being.

Otto modernises your wealth management or financial advisory practice by streamlining communication with your clients. Acting as a dynamic, responsive interaction layer, Otto offers real insights into your clients' financial lives, eliminating administrative burdens and saving you hours each week. On top of this, Otto also prepares you for client meetings, summarises calls, integrates with your calendar, and provides messaging and video call functionality, allowing you to focus on what truly matters to your clients.

Partnering with Otto provides your clients access to a beautifully designed interaction portal consolidating all tasks and points of communication between you and them. Say goodbye to endless email chains and time wasted on printing paper documents - our integration with administrative shortcuts optimises every client interaction, providing a smooth and stress-free wealth management relationship for each client

Financial worries are the primary source of workplace stress, leading to an increased risk of mental health issues and employee turnover. Partnering with Otto provides your teams with vetted experts who can guide them toward improved financial well-being. From enhancing cash flow management to navigating investment options, Otto coaches are equipped to address common pitfalls and empower corporate teams to feel more confident about their finances.

Otto employs open banking technology which leverages industry-leading encryption protocols to safeguard user data during transmission and storage. Otto has no access to user financial information beyond what you agree to share with us. We also comply with industry standards and regulations to uphold your privacy, and undergo regular security audits to identify and address any potential vulnerabilities.

For all account-related issues, please email help@ottofinance.io or use the contact form above.