What is the Otium Platform
The Otium Platform is a powerful, wealth building portal. It’s the smarter way to view, manage and control your financial world.
Every time you work with a financial service provider they need you to run around, fill out mountains of paperwork, waste time digging out superannuation, credit card and bank statements, group certificates, budgets, life insurance and estate planning just to do the most simplest of financial transactions. There has to be a better way to manage your financial world!
The Otium Platform is one place central to your advice network, cloud based, intuitive and designed to power investment decisions at the press of button.
The features and tools available within the platform mean you will always know where you are at. Achieving your financial goals and staying on track will all be made easier.
Everything in one place
All of your assets and liabilities are
conveniently in one place so you can see
everything you need at once. Link all your
accounts and more.
All the latest data
Partners with Australia's leading data
providers to ensure that your information is
always up to date.
Property down pat
Live data feeds track your property and
Know your vehicle
Receive free valuations and performance
ratings on your vehicle
Receive free valuations and performance ratings on your vehicle
Give guest access to your accountant,
financial adviser, property manager or even
lawyer and select what they can view/control.
Time to buy property?
It's easy to buy property using the new
property tools. Discover how much equity you
have, find out what you can buy right now
and track your progress towards living in your
next home! In just minutes you'll be able to
realise your property dreams.
Manage your property
Send a request to your property manager to
integrate your property and receive free
benefits like property transactions,
documents and receipts uploaded online.
You'll also have access to special property
commands to help you manage your
Free wealth check
Get a summary of everything you own and
owe. See your future wealth projections,
review your financial priorities and receive
personalised action plans.
Snapshots display your net worth (what you
own minus owe) at the end of each calendar
month. It charts your wealth so you can
clearly see how much wealth is tracking and
keeps you up to date automatically each
Your transactions are automatically
categorised to allow you to easily see where
you're spending your money. Personalise and
manage your transactions to reflect your life
by tagging and filtering transactions.
Automatically set up reports to monitor
Tax time? Piece of cake
With the ability to tag & filter transactions as
tax items, upload receipts & documents or
allow your accountant to access your account
to do it all for you.
Stay in control
Set & receive notifications,
goals & use the calculator to stay
on track and achieve your targets quicker.
Your savings goals couldn't
get any easier as the goal calculator
let's you visually watch your money grow.
All devices, at the time
Whether you're on your desktop, table or
smart phone, you'll have access whenever you
need it, 24/7.
Choose your membership option.
Set up your account.
Start exploring your digital financial world and take advantage of the tools now at your fingertips!
EVERYTHING IN ONE PLACE
INFORMATION, DATA & RESOURCES
Try the Otium Platform for FREE! Upgrade to Pro at anytime.
Why wait? Unlock ALL of the starter features + more!
“I've always been motivated to grow my wealth but sorting out paperwork and keeping on top of finances has always been overwhelming! The platform gathers our important financial information and allows us to manage and seek advice all in the one place. I've learnt so much and am so much more confident in making decisions.” - Alicia, Queensland
"I have always been interested in using property to grow our wealth. We have owned four properties over time but never felt informed when doing so. The platform makes buying and managing property quick, easy and super simple!” - Peter, Queensland