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Aveni
AdvisoryAI
Best for
Aveni Assist and Detect cover adviser workflow and compliance monitoring. No firm-wide surface across roles.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Post-meeting summaries and briefing notes available.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Institutional template configuration.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Call-coverage QA, vulnerability detection, SMCR audit trails.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Pre-meeting briefing notes available.
AI builds a prep pack from your back-office data and previous transcripts.
Intelliflo and Xplan. Two, to AdvisoryAI's four.
Intelliflo, Plannr, Curo, XPlan available.
MS Teams, Google Meet, and Zoom.
Zoom, Teams, and Google Meet available.
Not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
UK GDPR compliant. Enterprise data residency.
UK GDPR compliant, with UK data residency.
Enterprise certification in place.
SOC 2 Type II in progress.
ISO 27001 certified and GDPR compliant.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Bespoke enterprise contracts.
Per module, per user.
Sales-gated, no public pricing. Contracts scale with firm size, users, features, and integrations.
Meeting notes £99, suitability £299, compliance £99.
Annual or multi-year enterprise contracts. No monthly billing mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Standardised templates, not your own format.
AdvisoryAI expert team rebuilds your existing templates for you.
Support team in place.
Dedicated support during UK office hours.
Dedicated account manager.
Dedicated account manager through onboarding.
Security review, procurement, bank-system integration. Timelines run months, not weeks.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Aveni? Here's how.
Migration support included:
Aveni data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing. No bank-grade RFP cycle.
2
Week 2-3
Template build and back-office connect
We rebuild your templates inside AdvisoryAI and connect your back-office in week 2, the IFA integration Aveni does not offer.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over Aveni?
Two products built for different customers. Aveni is built for Tier 1 banks: Lloyds and Nationwide are investors and customers, Schroders Personal Wealth, 7IM, and Aviva are on the testimonial page. AdvisoryAI is built for UK growth-stage DA firms running Intelliflo, Plannr, Curo, or XPlan. If you are an IFA firm that wants published pricing, monthly billing, and a firm-wide AI live in four weeks, AdvisoryAI is the product built for your scale. If you are a Tier 1 bank or large wealth manager running a multi-year enterprise procurement, Aveni is worth evaluating.
How does migration from Aveni work?
Aveni has FinLLM, their own proprietary model. Doesn't that matter?
Can we run both AdvisoryAI and Aveni during transition?
What happens to our Aveni data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com
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