Intelligence for purpose-driven investing.

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The modern investor is different.

They’re purpose-driven - making everyday decisions that reflect what they believe in. They want personalized services that put them front-and-centre. And they want the same from their investing. They expect to invest in a way that’s tailored to their unique preferences.

Otto enables wealth advisors to understand the next generation of investors and what they care about, to align their values with their investment priorities.

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