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Comprehensive,
yet intuitive, software for personal portfolio management
Maintain an up-to-date view of your net worth and available resources. Professionally organized, secured, and instantly accessible.
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Minimum effort,
maximum control
Designed for individuals and families with diverse portfolios of assets.
Revisit and assess your investment strategy more often than a few times a year
Avoid unnecessary 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
Everything you need in one platform
No portfolio management expertise required.
Guided onboarding with a personal assistant
Consolidate your wealth in a private onboarding call with support from your personal wealth assistant.
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Simplified management of alternative assets
Simply add and update any alternative asset with preset templates for each asset type, optimized for minimum data entry.
Automated aggregation of online accounts
Securely link your accounts across 8,000+ institutions in Europe, including private banks, brokerages, and crypto exchanges.
Mapped wealth structure
Organize assets by legal owners and link any financial document to access all important information intuitively in one place.
Instantly accessible on mobile
Quickly access accounts, assets, and documents anytime, anywhere, on your iPhone or iPad devices.
Cashflow planning
Plan ahead and gain visibility over your cashflows on an interactive timeline.
Advanced grouping
View your portfolio by asset groups, asset classes, currencies, and legal owners.
Shared access
You can invite members to Othis and share read-only access to selected assets including documents.
Matching
bank-level
security standards
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