girlWithPen.png
Header.png

Sign up for early access to the Otto wealth management platform!

Thanks for submitting!

Get access to...

heads.png

1:1 Financial
coaching

compass.png

Personalised
financial objectives

binoculars.png

Single view of
all your finances

book.png

Tailored educational content

heart.png

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.

iPad Data view.png
iPad Onboarding.png

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.

iPad Coach Match.png
iPad Asset view.png

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.

iPad Session view.png
iPad Goals view.png

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.

iPad Learn view.png
pair computer.png

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:

Tickbox.png

You will receive guidance from a coach who has created wealth themselves

Tickbox.png

You will co-create a personalized plan based on your situation

Tickbox.png

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

Screenshot 2021-09-01 113223.png

"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

1575974071680.jfif

"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

alex.jfif
Bank Bubbles.png

Achieving great financial health has never been easier.

Find out how with Otto.