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Rethinking
Wealth Management
as a Service

We are obsessed to
build a simply
awesome customer
centric
wealth
management
platform.

We Create New Experiences by Thinking
Differently

FIRST
THINGS
FIRST

1st

1st

A customer services
organisation

We think upside down

Customer comes first and last in our product development strategy, business development strategy, what we do daily, how we organise ourselves, and how we see our efforts realise.

It’s not easy to develop as such but we think that Yottol exists to solve customer pain points and create tangible value. We don’t pursue efforts which might not lead to solving genuine problems for our customers.

2nd

2nd

A technology
initiative

We think technology as an enabler

With all advancements in technology, Yottol takes a customer pain point and strategizes a technological solution which not only solves that problem but also enhances experience.

Technology is there to serve us and not to guide our business strategy. However, Yottol also recognises that appropriate use of technological platforms, data science methodologies, robust architecture and advanced data processing can produce huge advantages.

3rd

3rd

A financial services
company

That is our domain expertise

Financial services industry is still very opaque in many places and at times, intendedly so, to suit various vested interests. Yottol is in an effort to rationalise and democratise distribution of financial products.

Customers deserve to be sold the correct product, the right way, with all necessary regulations met, while at the same time with the least amount of pain. That is not too much to ask for, in our view.

We Strategize & See Things
Correctly

We want to see a future in financial
services where product distribution
is standardised and democratised
to bring transparency.

We are multi-product & multi-channel
                

Using Tools
Which Involve

Robust Architecture

Data Science & Big Data Mining

To create products which simply
Work

Come join us and become part of

#yottolfamily

Enjoy the ‘Just Works’ experience