AVENI WEALTH

The wealth suite that saves time and safeguards outcomes.

The Wealth suite captures the client meeting, drafts the paperwork and reviews every advice file. Advisers get hours back each week, and every case carries the evidence a reviewer needs.

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+58% hours reinvested with clients this week

Outputs generated

2.0M customer conversations analysed

£6.3M in reclaimed adviser productivity

378.3k hours of admin eliminated

The wealth suite for financial services.

The wealth suite handles the advice journey: capture, drafting and case-level oversight. The Compliance suite handles the regulated conversation: testing, monitoring and QA.

wealth AI-powered adviser productivity.

Assist File Check

Assist

Spend more time advising, less time writing. Assist prepares the adviser before the meeting, captures what’s said, drafts the suitability report and follow-ups, and updates the CRM, so advisers leave every meeting with the paperwork already underway.

Meeting Prep Auto-drafted suitability reports CRM sync

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File Check

File Check reviews every advice file against your firm’s own standards. It reads the whole case pack together, catches inconsistencies between documents like the fact find and suitability report, and cites every finding to source.

Case configuration and adviser file upload AI review & case-level assessment outcome Assessor oversight with trend reporting

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Explore the Compliance suite

compliance Continuous AI assurance across every customer interaction.

Detect Approve Assure

Detect

Review every customer interaction automatically. Assess 100% of conversations for quality, compliance and customer outcomes, with evidence your teams can trust.

Adversarial testing Policy alignment Approval evidence

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Approve

Test AI before it reaches customers. Approve tests your AI against your policies, FCA requirements and real-world scenarios, and gives you the evidence before anything goes live.

Adversarial testing Policy alignment Approval evidence

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Assure

Assure monitors 100% of live agent-customer interactions. A fast scan checks every response as it happens, and deeper models assess anything flagged against your firm’s policies and regulatory rules.

100% live session coverage, zero sampling Real-time guardrails: block, redact, escalate Confidence-scored, audit-ready verdicts

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Adviser co-pilot

Assist

Assist captures the live meeting, summarises it, extracts the financial facts and drafts the suitability report before the case is closed.

Live meeting capture and transcription Structured summaries, financial facts and letter-of-authority chasing Suitability report drafted from the conversation

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Every file reviewed, every finding evidenced

File Check

Upload the whole case pack and File Check does the groundwork. It sorts every document, assesses the case against your firm’s standards and cites every finding to source. Reviewers challenge, override or sign off. Supervisors see the trends across the firm.

Case configuration and adviser file upload AI review & case-level assessment outcome Assessor oversight with trend reporting

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Every product runs on the same finance-specific, regulation-aligned intelligence layer.

Aveni Intelligence combines three tiers of AI models with a compliance layer that checks every result against UK regulation. FinLLM, Aveni’s own model family for UK financial services, is available only through the Wealth and Compliance products.

Fast Decisions

Risk caught in real-time

Specialist models score every interaction as it happens.

Financial services intelligence

AI that knows UK regulation

FinLLM handles specialist reasoning on regulated topics.

Large language models

General-purpose AI where it helps

Models from OpenAI, Google and Anthropic take the work outside FinLLM’s specialism.

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Start where it matters most.

Start with one product and expand when you’ve seen the results, or bring the full Wealth suite in from day one.

Start with one

Choose Assist or File Check and deploy it against your biggest pain point first. Measure the impact against your own numbers, then add the other when you’re ready.

The full suite

Deploy Assist and File Check together, so advisers spend less time on admin and reviewers get full coverage of every file, all from one provider and one platform.

Ready to see Aveni Wealth in action?

Book a demo and we’ll walk through Assist and File Check with a real advice scenario from your firm.

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