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We are money organizing experts

Let us help you with shared app access

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To make getting started as easy as possible, we created a way for you to share access with a Financial Professional. 

 

Similar to how someone might help you organize your home, a financial professional can help you organize your money with Otto to see the TRUE VIEW of your money.

With shared access you'll have someone in your corner helping you get started and keep your money organized.  

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Secure shared access

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The TRUE VIEW of your money

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A simple, sustainable system

Need a little help getting started?  A money organizing expert?
Otto's got you covered.

Get Started!

Learn how easy it is to see the

TRUE VIEW of your money

with Otto.

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