Cut client admin from hours to minutes with Aveni Assist

AI-powered assistant to make advice smarter, simpler and more efficient than ever before.

aveni assist
time saving for on-going advice
0 %
less time spent on meeting notes
0 %

Get started in minutes

MEETING RECORDING
Flexible Recording Options
Aveni Assist gives you flexible, powerful recording options, use our mobile app, auto-invite Assist to Teams, Zoom, Webex or Google Meet calls, or record directly into the platform. Seamless, simple, and built for how you work.
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BRIEFING NOTE
Post-call Summary Delivered Instantly
Aveni Assist instantly generates a post-meeting briefing note, giving advisers key insights and next steps within minutes of ending their call—no waiting, no hassle.
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CLIENT ADMIN
Client Admin Completed 
within Minutes
Achieve unprecedented productivity by letting Aveni Assist help you write your suitability reports, auto-populate your CRM system, brief your admin assistants and create tailored customer emails within minutes of finishing a call.
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TRACEABILITY
Traceability for Reliability
Understand where Aveni Assist information has come from with transparent and direct referencing back to the original call transcript.
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Easily capture and upload your meeting recordings

Aveni Assist value calculator

AI-powered Admin Automation Built for Financial Advisers

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. 

With decades of FS experience, we target our solutions to solve the challenges inherent in FS businesses.

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