Secure asset aggregation platform to deliver trustworthy and verifiable data on all assets that your clients hold.
From public securities to private companies, and real estate
Full set of relevant documents linked to specific assets
All information is encrypted and securely stored in Europe
Overview of all relevant assets and returns, aggregated in a single dashboard with detailed asset insights and exportable reports.
Assets are linked to a client’s profile that includes key facts like tax residency, investing structure, and other relevant information.
Intuitive mobile app that allows your clients to securely view their aggregated wealth and share relevant assets with you.
We are implementing a multi-layered security approach, including advanced encryption, secure data storage, and continuous monitoring to prevent unauthorized access. We comply with all industry regulations and privacy laws to ensure the highest level of protection
Gain meaningful and efficient interactions with clients
Relieve back-office and service more clients
Win over the younger and digitally-native generation
For advisers servicing wealthy individuals whose assets are distributed across multiple banks and investment platforms.Book a demo
At Othis, our team has dedicated over a decade to creating sophisticated investment solutions and managing wealth for high-net-worth individuals and family offices.
We understand the challenges associated with aggregating investment data, ensuring accurate and up-to-date values, and reporting across diverse asset classes. Our deep understanding of these complexities has allowed us to develop cutting-edge tools that streamline these processes.
"We are building Othis to facilitate a meaningful and efficient collaboration between you and your clients"
Stefan Haubner, Evgeny Zasorin, Saang Lee & Kelvin Craig