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Ockto (The Hague, Netherlands)

Ockto

Lets clients supply source data from MijnOverheid, UWV and the Tax Authority for a complete, validated client file.

Go to the website Ockto alternatives
Shared spot4of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Good
  • Provider based in the Netherlands
  • Publishes certification/GDPR safeguards

Each tile is a professional tool in financial advice, with the strongest GDPR profile on the left. 4 professional tools, like Ockto, have a good profile: they share this spot. Click for that tool.

Priceon request
Free trialNot foundNot found on the provider's site when checked on 20 August 2026
BasedThe Hague, NetherlandsNetherlands
ModelNot publicnot public, ISO 27001 certified, GDPR-compliant, PSD2 AISP licence, validated source data via DigiD

Last checked: 20 August 2026 · How we check

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This is what Ockto looks like

ockto.eu
Ockto website
Ockto website

What it does

Retrieving source data via MijnOverheid
Data from UWV, the Tax Authority and DUO
Logging in with DigiD and bank
Data directly into advice package or CRM
Sharing data in a GDPR-proof way
Digital identification (OcktoID)
Retrieving open banking payment data
Document data extraction (Client Input)

Comparable in financial advice

InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…DONNAJAMESon requestOnesuranceon request (fixed price per client…Blinqx Risicomanagement (Finly)€50/month per user (with eBlinq…Findesk (Adviesmaat)on request (30 days free trialPayton request
All 13 professional tools for financial advice

Ockto compared

Ockto vs Blinqx Risicomanagement (Finly)Ockto vs DONNAJAMESOckto vs Findesk (Adviesmaat)
Underlying model

not public, ISO 27001 certified, GDPR-proof, PSD2 AISP licence, validated source data via DigiD. Many tools build on a large model from providers such as OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it sets out where your data goes.

GDPR check for financial advice

Questions about Ockto

AI for financial advice
Which AI model does Ockto use?
The maker of Ockto does not disclose which AI model sits underneath. ISO 27001-certified, GDPR-proof, PSD2 AISP licence, validated source data via DigiD.
How much does Ockto cost?
on request. Check the current price on the provider's website; rates change often.
Who is Ockto for?
Ockto is aimed at financial advice. It supports work such as processing client files and inventories, drafting advice reports and justifications, and comparing and summarising product terms.
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

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