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Unlock Scalable, Compliant AI for Advice Networks

Transform member firm productivity and centralised compliance oversight with a single platform Advice networks face a unique challenge: maintaining compliance and consistency across hundreds of distributed advisers, while supporting members to deliver high-quality client experiences. Manual file checking and compliance audits are costly, inconsistent, and hard to scale.

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Aveni’s AI platform helps networks solve these challenges.

We automate adviser documentation, flag compliance risks across every interaction, and provide networks with centralised oversight that scales across your member firms. The result: stronger compliance, more efficient advisers, and measurable ROI within weeks

Network Challenges We Solve

01

File Checking at Scale

02

Adviser Productivity

03

Regulatory Pressure

04

Operational Consistency

The four pillars

Enterprise-Ready AI for Advice Networks

Security, compliance, responsible AI and resilience – engineered together. Drag, scroll or use the arrows to step through each pillar.

Automates adviser documentation, from post-meeting briefs to suitability reports.

Automates CRM admin with suitability reports, post-meeting briefs, and client notes Reduces hours of adviser admin to minutes, with outputs ready as soon as the call ends Ensures every document is traceable back to the original transcript for full auditability Enhances member firms’ productivity, improving client turnaround and retention Standardises reporting quality across member firms Integrates seamlessly into existing adviser workflows and CRMs
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Monitors adviser interactions to flag conduct and compliance risks in real time.

Expands QA coverage from 1% to 100%, giving networks oversight across all adviser interactions Automates file checking and triages high-risk cases for compliance teams to review Identifies vulnerable customers faster and more accurately than manual processes Supports Consumer Duty management, reporting, and evidencing outcomes Centralises oversight across calls and documentation, giving networks a single compliance view
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Why Advice Networks Choose Aveni

Immediate Impact

Automate file checks and adviser admin with ROI in weeks, not months.

Tailored to Networks

Designed to support compliance oversight without disrupting member firms.

Trusted by Industry Leaders

Proven with large-scale wealth and advice organisations across the UK.

Enterprise-Grade Compliance

Built for regulated financial services, aligning with FCA requirements.

Scalable Partnership

From pilot to full network rollout, we help you grow adoption across distributed adviser bases.

Proven Success in Advice & Wealth

100%
Calls we assessed had correctly identified complaints
75%
Reduction in QA assessment time
75%
Time save per on-going advice meeting

Partner With Aveni

Networks own the regulatory risk but don’t always have the tools to manage it at scale. Aveni changes that. By automating file checks, streamlining adviser admin, and monitoring every client interaction, we help you safeguard compliance while enabling members to grow.Show ROI before year-end, evidence Consumer Duty outcomes, and set your network apart as a leader in compliance and adviser productivity with AI for advice networks.

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