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Let Otto help you better serve your clients

Empower your clients with the TRUE VIEW of their money.

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Having an accurate pulse on your clients' finances is vital to helping them achieve their financial goals.

As a shared app:

  • Otto allows you to see the TRUE VIEW of your client's money.

  • Otto is easy for you, and easy for your clients.

  • Otto enables you to set your clients up for financial success giving both of you the information you need.

  • Otto adapts to each of your clients' unique financial situations.

  • Otto provides built in accountability for your clients. 

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One platform, multi-client access

Whether your clients need a little bit of accountability or want you to manage their money for them, Otto's got you covered.

Otto gives you real-time access to the TRUE VIEW of your client's finances so you can monitor their progress and help them succeed.


Easily switch between and manage all of your clients' accounts. 

Sign up for a demo today to see how Otto can help you better serve your clients.


Why Otto?

Otto is simple, straightforward and sustainable.  Otto was designed specifically for non-money-minded people who struggle with budgeting.

Does this sound familiar?

  • Are you hoping to establish more long-term client relationships, but only managing to have one-off meetings?

  • Do you set your clients up on a budget, but they can't seem to maintain it?

  • Have you ever thought, ‘Let me just manage your money for you’ but want a secure way to do this?

  • Wish you could more efficiently provide accountability for your clients in encouraging them in reaching their goals?

If any one of these resonate with you, we'd love to show you how Otto can help you.

With Otto, your data is safe and secure.
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Security is our highest priority

We spare no expense ensuring your clients' data is safe.

  • Otto was developed and is maintained right here in the USA​.

  • We use the highest bank-level encryption standards.

  • ​All information obtained is in an encrypted, read-only format.

  • ​No one can move or access any money using Otto.

Only the "Owner" of an account, can share access with another person, as the account "Manager."

A Manager is given access to all account features, with the following exceptions:

  • A Manager does not have access to the Owner's Settings page or any of its functions.

  • A Manager cannot add or delete the Owner's financial institutions.

Otto uses Finicity, a division of Mastercard, to securely link to your clients' financial institutions.

Empower your clients!

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