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“11 UK startups to watch, according to investors” • Sifted

Otto Finance

by Otto Finance

What is it about?

“11 UK startups to watch, according to investors” • Sifted

App Details

Version
1.0.8
Rating
(1)
Size
69Mb
Genre
Finance
Last updated
October 4, 2024
Release date
April 24, 2024
More info

App Screenshots

App Store Description

“11 UK startups to watch, according to investors” • Sifted

“Bridging the advice gap” • Financial Times

▶ ACHIEVE ULTIMATE FINANCIAL HEALTH

- Experience a comprehensive financial health launchpad
- Seamlessly manage every aspect of your financial life
- Benefit from AI and human-driven smart insights, and next-generation guidance
- Navigate the present with expert support while securing your financial future

▶ GET 1:1 COACHING FROM EXPERTS

- Access fully qualified financial coaches with extensive experience
- Develop a live, dynamic action plan for your future
- Message and schedule calls with your coach at your convenience
- Collaborate to shape the future you desire and deserve

▶ GAIN A HOLISTIC UNDERSTANDING OF YOUR WEALTH

- Obtain a clear overview of your net worth
- Analyse spending habits and create dynamic budgets
- Explore investment holdings and receive new suggestions
- Understand your attitude towards risk

▶ FORMULATE A BESPOKE ACTION PLAN

- Align goals with your financial coach to match personal aspirations
- Identify and prioritise tasks crucial for achieving financial goals together
- Schedule regular check-ins to track progress and stay on track
- Adjust strategies based on feedback and changing financial situations

▶ SEE YOUR ENTIRE PORTFOLIO

- Connect your accounts to seamlessly compile a comprehensive view of your portfolio
- Monitor the overall performance of your investments across various accounts and platforms
- Utilise aggregated data to identify trends, patterns, and correlations in your holdings
- Collaborate with your coach to develop and refine strategies for optimising asset allocation

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