Otto Finance Ltd

Otto Finance Ltd provides a platform that acts as a team of virtual paraplanners, automating adviser and client workflows to supercharge wealth management. They aim to solve issues with outdated technology in the financial advisory industry by offering AI-driven solutions like a smart client portal, meeting assistant, onboarding assistant, and report assistant. Their platform integrates with existing systems (CRM, communication, practice management, etc.) to enhance productivity, build client relationships, and generate more revenue for financial advisors.