Security and Privacy,
Our Commitment to your peace of mind.
Protecting Your Data
Data Stored in Europe
At Othis, we prioritize the security and privacy of your data. To ensure compliance with the highest data protection standards, all user data is stored within secure servers located in Europe.
Your personal information remains within the EU jurisdiction, providing you with peace of mind that your data is handled in accordance with European data protection standards.
Storing data in Europe allows us to comply with the GDPR and other applicable regulations, ensuring that your rights as a data subject are respected. This includes the right to access, rectify, and erase your personal data upon request.
Read-only access
We don't store your credentials or initiate transactions on your behalf. Our access is strictly "read-only," ensuring your information is protected while giving you full control.
Your data is your own, and we believe you should have full control over it. By not having internal access to your data, we ensure that you are the only one who can view, modify, or delete your information.
Trust
Your personal information is just that—personal. We will never compromise your privacy by selling your data to third parties.
We ensure that your interests are always protected. Your financial information should be used solely for the purpose of managing your assets.
Transparency
We are transparent about our practices regarding client data. If you have any questions or concerns about how we handle your information, please don't hesitate to reach out to our support team for clarification.
Ensuring security from within
Infrastructure
Our platform is protected by a comprehensive system of layered technical defenses designed to ensure the confidentiality, integrity, and availability of our infrastructure.
We also adhere to secure software development practices throughout the lifecycle of our product to further enhance security.
Internal Security
We prioritize internal security measures to ensure that all our team members operate in a safe and controlled environment.
Our internal security teams oversee day-to-day activities, implementing measures to prevent unauthorized access and maintain a secure workplace.
Accounts
User passwords are stored using trusted and modern hashing algorithms, ensuring they remain encrypted and unreadable by anyone, including us.
We offer Two-Factor Authentication (2FA) as an additional layer of protection. With 2FA enabled, logging into your Othis account requires not only your password but also a unique code sent to your mobile device
FAQs
Othis is built for individuals and families in Europe who have complex portfolios with diverse assets that cannot be processed by traditional financial firms. If your wealth is spread across multiple platforms, locations, or investment vehicles with investments in various asset classes, Othis is a perfect solution to organize your wealth matters, from a single interface.
Othis allows you to add any assets and also liabilities for a complete picture of your net worth. We specifically specialize in alternative assets to help you consolidate even most complex investments in one place.
Your investments are organized in different asset groups and are always linked to a holding structure - whether you invested privately or via a legal entity.
Asset groups supported by Othis:
- Cash and investment accounts (+10,000 institutions across Germany, Austria, and Switzerland)
- Funds (Private Equity funds, Hedge funds, etc.)
- Companies (Startups, SMEs)
- Direct Real Estate (Land, Property)
- Crypto (Exchange accounts, Wallets, NFTs)
- Physical assets (Precious metals, Collectibles, etc.)
- Other assets (adding ESOPs, Carry vehicles, and others soon)
- Debt
Othis uses regulated, encrypted, and secure third party financial account aggregator services to integrate with your financial accounts. This allows the platform to automatically capture and update transactions and investment performance, ensuring your financial picture is always up-to-date.
When you enter your banking credentials on your Othis account, your credentials are sent directly to the respective service, but never to servers of Othis. These platforms then provide Othis with a “read only” interface, so we cannot access your specific credential or make transactions on your behalf.
Read more here about our approach to aggregation of your online accounts.
Othis uses bank-grade security and advanced safety measures to ensure your financial information remains confidential and safe at all times. For more on our security practices, see our Security Overview and Privacy Policy.
You can request access for a private onboarding session on our website by clicking on the “Request access” button or here. After requesting your access, you will receive an email with additional information relevant for your onboarding. As your private onboarding session nears, you will receive another email, now from your dedicated onboarding specialist who will help you get ready to set up your account with Othis for a seamless transition.
We designed Othis to address the specific needs of clients with complex portfolios. As such, we have put more emphasis on the simplicity of managing and keeping your alternative assets - such as venture capital or real estate - up-to-date. All your assets are organized under respective holding structures and have relevant documents associated with them.
We create a complete picture of your wealth with transactions, valuation development, and documents to ensure the quality of your financial data supports collaboration with your tax advisor, personalized wealth insights, and dynamic projections for liquidity planning. Othis is evolving as a full-fledged wealth management platform rather than just a portfolio tracker.
Imagine having an organized view of your entire wealth anytime you need it without the hassle of checking multiple accounts, searching through email, and updating a spreadsheet file. With Othis, you gain instant, 24/7 access to an organized view of their entire wealth - from bank accounts to startup investments - all in one place, accessible on both mobile and web.
As a result of a more organized view, you can benefit in the following ways:
- Revisit and assess your investment strategy more frequently than a few times a year
- Avoid unnecessary administrative work when collaborating with your tax advisor or co-investors
- Have all the information at hand when you need it most, with no extra effort
Othis can be a true game-changer to professionally manage your wealth.