Aveni brings together every call, meeting and touchpoint to build complete suitability reports that follow your templates and meet Consumer Duty expectations. You get an accurate, defensible report in minutes.
Annual Review ‘No Change’ reports drastically reduced in preparation time.
Complex fund switch reports streamlined for faster processing.
Client turnaround cut from weeks to near-instant delivery.
Average time saved on document creation compared to manual processes.
Generic Tools vs. Aveni Doc Gen
time saved, faster onboarding, measurable ROI with Aveni Assist
“It allows advisors to focus on having informed and engaging conversations with clients while ensuring the necessary information is captured. It frees them from the typical post-meeting admin burden”
Kevin Darcy, Advanta
Bring in your existing Word templates. No macros or special coding required.
Select from firm-specific, compliance-ready templates. Aveni checks template quality and flags improvements before wide rollout.
Doc Gen auto-populates client and adviser details, integrates supporting files (PDFs, Excel, PowerPoint, Key information documents), and produces a complete draft in minutes.
Aveni prompts for missing or inconsistent data (e.g. risk attitude) so advisers can quickly confirm and ensure accuracy.
Documents preserve original branding, fonts and graphics while pulling in standardised text blocks for consistency. Edit collaboratively, then finalise.
Output polished, compliant reports same-day/next-day instead of weeks.
Don’t settle for rigid templating. Join firms already seeing significant business value with Aveni.
