Unlock Scalable, Compliant AI for Wealth Management Businesses

Transform adviser productivity and compliance oversight with a single platform

UK wealth firms face a dual challenge: scale adviser capacity and stay compliant under rising regulatory pressure.

Aveni’s AI platform helps you solve both sides of this equation.

It streamlines adviser workflows, cutting hours of manual admin, while monitoring every client interaction to ensure compliance and protect your business.

We partner with national wealth firms to deploy AI that works immediately, integrates seamlessly, and drives measurable ROI within weeks.

Wealth Management Challenges We Solve

01

Adviser Productivity

Advisers spend too much time on post-meeting admin and suitability documentation, slowing client service and limiting growth.

03

Operational Efficiency

Consolidators and national wealth firms must integrate disparate systems and processes while driving scale without growing headcount.

02

Compliance Risk

Increasing FCA focus on Consumer Duty and vulnerable clients puts meetings under the microscope. Firms need centralised, real-time oversight.

04

Client Experience

Delays in reports and inconsistencies across advisers erode client trust, especially in affluent and HNW segments.

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Automates adviser documentation, from post-meeting briefs to suitability reports.

Monitors adviser interactions to flag conduct and compliance risks in real time.

Enterprise-Ready AI Solutions

Why Enterprise Wealth Firms Choose Aveni

Immediate Impact

Tangible ROI in weeks, not months.

Tailored to Wealth Enterprises

Proven with national firms.

Trusted by Industry Leaders

Already delivering results with 2 of the UK’s 4 largest banks and multiple top-tier wealth managers.

Enterprise-Grade Compliance

AI built specifically for regulated financial services.

AI for advice networks

Scalable Partnership Model

From first deployment to enterprise-wide adoption, we grow with you.

Proven Success in Enterprise Wealth
Calls we assessed had correctly identified complaints
100%
Reduction in QA assessment time
75%
Time save per on-going advice meeting
75%

Partner With Aveni

Act today and show measurable ROI before year-end. Aveni’s AI platform transforms adviser admin into minutes, scales QA to 100%, and strengthens Consumer Duty oversight from day one.

 

Prove value this quarter, unlock budget, and build the foundation for scalable, compliant growth.

Sovereign AI in Financial Services

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

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