AI-powered assistant to make advice smarter, simpler and more efficient than ever before.
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
Works natively with Word, keeping your brand and tone intact
Tailors every document to the client’s circumstances, not a cookie-cutter template.
Flags gaps and prompts advisers to add detail before completion, reducing compliance risk.
Start using it alongside current processes, no lock-in or disruption.
Cut report preparation from up to 90 minutes down to just 10.
Turn reports around in hours, not weeks.
Complete fund switch reports in 20 minutes instead of 90.
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.Â
With decades of FS experience, we target our solutions to solve the challenges inherent in FS businesses.
Learn why sovereignty is the only path to resilience, competitiveness, and trust.