As financial advice firms grapple with tech overload and escalating client expectations, Otto founder Madeleine Debney believes the future of advice will be built on orchestration not “another set of disparate tools”.
Speaking to Professional Adviser, Debney outlined her vision for Otto as not just a digital paraplanner, but the invisible infrastructure enabling financial advisers to operate at scale, powered by agentic artificial intelligence (AI) that streamlines complex workflows behind the scenes. "Advisers don't need another set of disparate tools in five years' time," she said. "They need orchestration, a system that simplifies the experience, saves time, and allows them to focus entirely on their client relationships." Otto, she explained, acts as a fully modular orchestration platform that ...
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