What is Aveni Assist?
Aveni Assist is an AI productivity tool built for financial advisers. It captures and analyses adviser-client conversations, generates suitability report drafts, fact-find summaries and meeting notes, and integrates with Intelliflo Office and Xplan, alongside MS Teams, Google Meet, Zoom and Webex. Aveni Assist is designed to reduce the administrative burden on advisers so they can spend more time with clients.
Aveni Assist in financial services
Within an advice firm, Aveni Assist sits in the adviser's day-to-day workflow: capturing client meetings, producing draft suitability reports and meeting notes, and connecting with the back-office systems advisers already use. The aim is to reduce administrative time per client while keeping the adviser in control of the final output.