video1.0<iframe src="https://www.loom.com/embed/0489576141b94878ae3ebf0b35568d2f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0489576141b94878ae3ebf0b35568d2f-f6a0feef85d78b3d.gif310.326In this video, I provide a brief overview of how our Otto platform automates the annual review workflow for advisors. I demonstrate how Otto integrates with the advisor's tech stack to streamline client interactions, from sending meeting links to preparing follow-up documentation. I encourage you to explore how these customizable features can enhance your firm's processes. Please take a moment to consider how we can implement these workflows in your practice.