intelliflo office integrated GPT-powered assistant to make advice smarter, simpler and more efficient than ever before.
Getting set-up and started with Aveni Assist is quick and easy and can be done within the hour via the intelliflo store.
An AI assistant tailored to the unique needs of financial advisors. Trained on FS data and purpose-built to streamline advice workflows.
Our integrations with MS Teams, Google Meet and Zoom means quick and easy set-up, so your advisers can access powerful AI-assistance fast.
We believe in wrapping AI around advisers to enhance performance, not replacing them.
Data security is at the heart of our business operation. We’re trusted with the data of some of the largest firms in the UK.
Aveni’s management team has decades of FS experience. We understand the challenges inherent in these businesses and target our solutions to solve them.
