Sign up for early access to the Otto wealth management platform!
Get access to...
1:1 Financial
coaching
Personalised
financial objectives
Single view of
all your finances
Tailored educational content
Financial health tracker
Understanding your lifestyle goals
We understand the short-term aspirations and long-term dreams of our customers and empower customers to think more about their finances. Our onboarding replaces need for coaches to undertake an extensive client fact find.
Assess your financial state based on your goals
Leveraging the Otto AI and our financial coaches, we assess how far on track you are to achieve your goals and empower the user with real time data-driven insights to see what part of their financial situation needs the most attention.
We match you with one of our rockstar financial coaches
Otto uses tech to make greater financial health accessible to all. We understand the short-term aspirations and long-term dreams of our customers and empower customers to think more about their finances. Our onboarding replaces need for coaches to undertake an extensive client fact find.
Action driven coaching sessions where you work towards your goals with our rockstar financial coaches
You will never feel like you are navigating the financial landscape by yourself ever again. You will receive 1:1 guidance from a coach who have created wealth themselves
All of your accounts in one place with Open Finance
Get a comprehensive view of your finances in a single view with Otto. Current accounts, investments, loans, properties, mortgages, credit cards - Otto can do all this and more. Not to mention this data is all fed to Otto live from the source so you'll never be out of the loop again.
Keep on track of your goals with actionable tasks and regular feedback from your coach
Finding out what to focus on is the hard part. Once you and your coach agree on an effective game-plan for your financial success you will have achievable actons to keep you closer to your dream lifestlye with each passing day.
Stay empowered with our personalised learning content
Education is critical to help you achieve your goals. Our Otto Learn section will guide you on what you should learn next.
Otto is like having your own personal financial co-pilot
Our world-class financial coaches will supercharge your financial potential and benefit you short and long term:
You will receive guidance from a coach who has created wealth themselves
You will co-create a personalized plan based on your situation
You will feel more empowered when making big decisions
Our Open Finance integrations provide access to the world’s leading financial institutions
With partners like Moneyhub in our corner, and new integrations being made available weekly, you can rest assured that your assets are available right now to be tracked in the Otto platform, so you can concentrate on what's important to you.
Don't just take it from us...
“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!”
- 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."
- Gabriella, Account Executive
"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."
- Alex, COO
