Use Othis on your own or with your family and other partners to consolidate and unify all your financial data and simplify the management of your investment portfolio.
AUTOMATED REPORTING
Othis offers a consolidated, high-level summary of all your assets. Effortlessly observe your net worth, historical change in value and asset allocation all on a single page.
INCREASED TRANSPARENCY
Explore in-depth insights in your portfolio performance and other relevant details within the detailed asset overview. This view provides a consolidated summary of each asset to ensure you have full visibility.
SCENARIO PLANNING
Create dynamic cash flow forecasts for future planning. This analysis helps you prepare for various scenarios across investments, taxes, liquidity events and more.
EFFICIENT & SECURE COLLABORATION
Ensuring your collaboration with family members and advisors is now organized, secure and seamless. Simplify communication by granting access to selected assets or legal entities with read-only or admin permissions.
PERSONALISED SUPPORT
A real human Personal Account Manager ensures you have the necessary support at every step of the way, acting as a competent and independent partner.
TOP-NOTCH SECURITY
Your data belongs to you. Othis offers an enhanced security system and strategy to ensure a gold-standard protection against cyber-attacks and data breaches.