How Avenir makes advisors more effective.

Financial advisors didn't choose their profession to spend hours on data entry. They chose it to help clients achieve their financial goals.
Yet many spend up to 60% of their time on administrative tasks instead of client relationships. We built Avenir to solve this fundamental challenge.

The challenge we're solving

We saw advisors drowning in paperwork - manually typing data from pension statements, transcribing meeting notes, and compiling client reports. Each task consumed valuable time and introduced risks of human error and compliance issues. Our mission became clear: eliminate administrative burden while maintaining absolute compliance.
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How Avenir works

Our platform follows a streamlined process: Upload > Extract > Validate > Export.
Here's how:

Input processing:

• Handles financial documents from any provider and type (statements, pension documents, illustrations)
• Transcribes client meetings and automatically generates post-meeting summaries
• Extracts data from handwritten notes
• Easy drag-and-drop interface for instant document analysis

AI-powered data extraction and analysis:

• Automatically extracts financial metrics (assets, risks, allocations) from any document
• Converts conversations into structured insights
• Categorises information into client overviews, takeaways, and actions
• Maintains complete source references for compliance

Automated output:

• Generate client-ready reports in PDF, Word, and Excel (soon PPT)
• Creates post-meeting summaries with action items
• Integrates with major systems (Coming soon: Intelliflo, IRESS, CashCalc)
• Ensures bi-directional data sync

Real impact

The results are transformative:

• 90% reduction in manual data processing
• 12 hours saved weekly per advisor
• 100% source-verified data with complete audit trail

But beyond metrics, we're giving advisors something invaluable - the ability to do the work they're passionate about. When advisors spend less time on admin, they can focus on what matters: understanding client goals, providing strategic advice, and building lasting relationships.

Looking forward

This is just the beginning.

Every feature we develop maintains focused on compliance and accuracy because we understand the trust placed in financial advisors.

We're committed to helping advisors work smarter, stay compliant, and show their true value to clients.

Our platform isn't just about efficiency - it's about enabling advisors to be the trusted guides their clients need. In a world where personal finance becomes increasingly complex, we're ensuring advisors can spend their time where it matters most: helping clients secure their financial futures.