About Us

We're redefining reporting in wealth management.

At Avenir, we simplify financial reporting with our AI-powered Report Writer. Our goal is to save financial advisors time and reduce the complexity of regulatory compliance. By cutting report generation time from hours to minutes, we help advisors focus on what matters most - their clients. Our tool extracts key data from client documents and generates accurate, compliant reports effortlessly. We make reporting easy so you can work smarter, not harder.

"At Avenir, we're all about making financial reporting quick and easy. Our AI tool cuts hours of work down to minutes, so advisors can focus on what they do best -helping their clients."

Jeremy Bensoussan

Co-Founder and CEO, Avenir

reports generated in
less than 25
Minutes
OUR CLIENTS SAVE
+ £10,000
Costs per Year
FLEXIBILITY
100%
Compliance Assured

How it Started

Avenir started with a straightforward idea: financial reporting shouldn’t be so time-consuming. Advisors spend an average of four hours per report, which leaves them with less time for what really matters - serving clients and making smart financial decisions.This whole process is messy, involving analysing many lengthy documents and gathering data from different sources, putting together a personalised report, all while keeping up with regulation.

We saw an opportunity to solve this. Our team combined our know-how in finance with the latest AI technology to create a solution that could fix these issues. We came up with the Avenir Report Writer - a tool that takes the hassle out of creating reports and saves advisors a lot of time.

Andrea MacDonald
Jeremy Bensoussan
Stefan Rotarus
Our Mission
Making reporting for financial advisors easy.
Our Mission

We’re focused on making financial reporting faster and simpler, so advisors can spend less time on paperwork and more time helping their clients.

Our Vision
Lead a future where reporting across finance is simple.
Our Vision

Create a future where all types of financial reporting - whether in banking, mortgages, insurance, or wealth management - are easy and hassle-free. We want to make reporting across the entire finance industry something that professionals can do quickly and confidently.

investors and business partners

These are some of our investors and business partners

PERSONALISED SUITABILITY REPORTS

Start your journey

Generate suitability reports in less than 25 minutes.

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Standard Plan

Generate unlimited reports each month under Avenir's templates.

Premium Plan

Generate your firm's template in Avenir and start generating reports in minutes.