Cut client admin from hours to minutes with Aveni Assist

AI-powered assistant to make advice smarter, simpler and more efficient than ever before.

aveni assist
time saving for on-going advice
0 %
less time spent on meeting notes
0 %

Get started in minutes

MEETING RECORDING
Flexible Recording Options
Aveni Assist gives you flexible, powerful recording options, use our mobile app, auto-invite Assist to Teams, Zoom, Webex or Google Meet calls, or record directly into the platform. Seamless, simple, and built for how you work.
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BRIEFING NOTE
Post-call Summary Delivered Instantly
Aveni Assist instantly generates a post-meeting briefing note, giving advisers key insights and next steps within minutes of ending their call—no waiting, no hassle.
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CLIENT ADMIN
Client Admin Completed 
within Minutes
Achieve unprecedented productivity by letting Aveni Assist help you write your suitability reports, auto-populate your CRM system, brief your admin assistants and create tailored customer emails within minutes of finishing a call.
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TRACEABILITY
Traceability for Reliability
Understand where Aveni Assist information has come from with transparent and direct referencing back to the original call transcript.
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Document Generation: Smarter, Faster, Safer

Create personalised, regulator-ready documents in minutes.

With Aveni Assist, you can generate suitability reports, client letters and annual reviews directly from your existing Word templates. Our AI pulls together data from meetings, CRMs, fact finds and documents, producing polished outputs without reformatting, macros or costly setup.

Why Aveni Doc Gen is different

01

No template rebuilds.

Works natively with Word, keeping your brand and tone intact

03

True personalisation.

Tailors every document to the client’s circumstances, not a cookie-cutter template.

02

Clarification built in.

Flags gaps and prompts advisers to add detail before completion, reducing compliance risk.

04

Seamless rollout.

Start using it alongside current processes, no lock-in or disruption.

Annual Review Reports in 10 Minutes

Cut report preparation from up to 90 minutes down to just 10.

Same-Day Client Delivery

Turn reports around in hours, not weeks.

Complex Cases Made Simple

Complete fund switch reports in 20 minutes instead of 90.

Easily capture and upload your meeting recordings

Aveni Assist value calculator

AI-powered Admin Automation Built for Financial Advisers

Quick and easy set-up, get started within the hour.

Integrated with MS Teams, Google Meet, Webex and Zoom. Advisers can access powerful AI assistance fast.

AI trained on FS data and purpose-built to streamline advice workflows.

Wrap AI around advisers to enhance performance, not replace them.

Data security is at the heart of our business operation. 

With decades of FS experience, we target our solutions to solve the challenges inherent in FS businesses.

Sovereign AI in Financial Services

Learn why sovereignty is the only path to resilience, competitiveness, and trust.

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