Aveni Service Pricing Breakdown: What You Get in 2026

TL;DR: Bespoke pricing, used by Aveni for both Aveni Assist (pre-meeting briefing notes and post-meeting summaries) and Aveni Detect (compliance monitoring), provides custom quotes based on firm-specific variables such as user count, feature scope, and integration requirements. We list all our prices publicly: Evie costs £99 per user per month, Emma costs £299, and Colin costs £99. Our 14-day free trial with no credit card required lets you test the platform against your own firm's templates before committing. We offer monthly rolling agreements with a 30-day money-back guarantee, plus a 10% discount on annual commitment.

Aveni provides custom quotes based on firm size, user volume, and integration scope. We publish our prices: Evie costs £99 per user per month, Emma costs £299, and Colin costs £99. A suitability report takes four to six hours to write, and understanding what software costs to reduce that time is essential to calculating your return.

This article breaks down what an Aveni deployment typically costs based on how enterprise AI contracts in UK financial services are structured, from base licence through integration fees and support tiers, then compares those components against our fully published pricing. By the end, you will have a framework to calculate your true ROI and a clear basis for deciding which evaluation path suits your firm.

What's Included in Aveni's Base Subscription?

Aveni's two core products, Aveni Assist (adviser workflow automation covering pre-meeting briefing notes and post-meeting summaries) and Aveni Detect (compliance monitoring), do not have published price lists. Aveni operates on a bespoke pricing model calibrated to firm size, user volume, feature scope, and integration complexity. Bespoke pricing means the per-user cost reflects your firm's specific scope, so the total is confirmed through the commercial process rather than a public price list.

To give you a useful reference frame, the broader UK adviser AI market provides pricing anchors. We list all our prices publicly on the Advisory AI pricing page: Evie starts at £99 per user per month for meeting notes, Emma costs £299 per user per month for suitability report generation, and Colin costs £99 per user per month for compliance checking.

Individual Aveni Licence Fees

Enterprise AI platforms for financial services are typically priced by feature tier. Meeting transcription tools sit at the lower end of per-user costs, while full suitability report generation commands higher per-user fees because the underlying model complexity and template configuration requirements are substantially greater. A firm deploying only Aveni Assist for pre-meeting briefing notes and post-meeting summaries can expect a different price point than one activating both Assist and Detect. Feature scope drives licence cost in bespoke models.

Aveni Agreement Lengths Explained

Bespoke enterprise contracts in UK financial services commonly run on annual or multi-year terms. We offer a monthly rolling agreement with a 30-day money-back guarantee and a 10% discount on an annual commitment. Firms should confirm Aveni's contract length and renewal terms during the commercial conversation.

Unpacking Aveni's Initial Deployment Fees

The base licence is rarely the highest first-year cost in an enterprise AI deployment. The implementation work required to make the platform useful for your firm typically adds meaningful cost before the software saves a single hour.

Upfront Aveni Onboarding Fees

Enterprise tools require structured onboarding to configure the system for your firm's workflows, train staff, and validate outputs against your compliance standards. While Aveni does not publish onboarding fees, implementations of this type in UK financial services commonly involve a fixed onboarding charge or a day-rate arrangement covering initial setup, workflow mapping, and user training.

Configuring Your Firm's Templates

Suitability report templates are not interchangeable between firms. Your document structure, advice style, disclosure language, and Consumer Duty evidencing approach are specific to your firm and often reflect years of compliance review. Mapping those templates into an AI platform takes time and specialist knowledge, and enterprise vendors typically charge for it either as part of onboarding or as a separate scoping exercise. Our Emma tool works from your firm's existing templates and offers both off-the-shelf and fully bespoke options, with configuration cost reflected in the product price rather than invoiced separately.

Aveni Integration Pricing Explained

Connecting an AI platform to your back-office system (Intelliflo, Plannr, Curo, or Xplan) is where hidden costs often appear in enterprise deployments. API integrations require technical scoping, testing, and ongoing maintenance. Bespoke pricing models may include integration fees as a one-time charge or fold them into the annual licence. If your firm runs Intelliflo and wants structured meeting outputs pushed directly into client files, confirm explicitly whether that integration is included in the base price or priced separately. Our Intelliflo integration connects directly with the back office as part of the standard Evie subscription.

Expanding Aveni: Premium Features and Expenses

Beyond the core licence, enterprise deployments typically include additional cost layers for premium functionality and ongoing support.

What Does Back Office Integration Cost?

Back-office integration (Intelliflo, Plannr, Curo, Xplan) is the operational connection that turns AI-generated meeting notes into updated fact-find entries without manual re-entry. In bespoke pricing models, each back-office connector may carry its own cost depending on whether the vendor has a pre-built integration or needs to build one for your specific system. We connect directly with Intelliflo, Plannr, Curo, and Xplan, demonstrated in a full Intelliflo walkthrough and a Plannr integration demo. Firms running other back-office systems should verify the availability of integration before committing to any platform.

Premium support tiers with dedicated account management and priority response SLAs typically sit above the base enterprise licence in bespoke contracts. We offer a 30-day money-back guarantee and monthly rolling agreements as standard, removing the need to negotiate support provisions separately.

Calculating Your Aveni Total Ownership Cost

The most useful number for ROI modelling is the per-adviser monthly cost, inclusive of all fees. To accurately model ROI, firms should request an all-in monthly cost per user from Aveni, inclusive of licence, onboarding, and integration fees. Annual commitment adds a further 10% discount, and we offer a 30-day money-back guarantee.

For bespoke pricing, total first-year costs typically exceed the headline annual licence fee due to non-recurring implementation components. Understanding renewal terms before signing is as important as understanding the first-year cost, particularly where price escalation clauses apply.

Translating Saved Hours into Profit

Cost only makes sense alongside the return it generates. For documentation tools, the return is measured in hours recovered and redirected to client-facing work.

More Client-Facing Time Each Week

Our documented case studies provide a concrete baseline. In an annual review workflow, meeting note time dropped from 1.5 hours to 15 minutes at Brooks Macdonald, as referenced on the Advisory AI homepage. At Bluecoat Wealth Management, suitability report time dropped from six hours to under one hour with Emma, as detailed in our client case studies. At Timothy James and Partners, post-meeting documentation time reduced by 50%, with support teams accessing structured notes significantly faster than before.

Watch the Evie meeting notes demo to see how structured output is generated from a meeting recording, and the FCA-compliant meeting notes walkthrough for the compliance output format advisers submit to back-office systems.

What's Each Saved Hour Worth?

UK financial advisers charge between £75 and £350 per hour according to MoneyHelper. Using a conservative midpoint of £150 per hour, the ROI table below models the monthly value of documented time savings. The Colin figure reflects IFA Magazine's reported compliance check time of under five minutes, compared to a human-only approach taking two hours or more per document.

Aveni's ROI: Your Profit Point

To calculate your break-even point, divide total monthly software cost (licence plus amortised onboarding) by the value of hours recovered per month. The figures above are illustrative based on documented case study outcomes, so verifying time savings against your own firm's volume before committing to a long-term contract is essential. That is why we offer a free trial using your firm's own templates, so you can test against your actual workflows before committing. The advice gap and its underlying cause is admin, not demand, and this ROI framing makes that case in numbers.

Aveni and AdvisoryAI: How the Pricing Models Compare

Per-Adviser Cost: Bespoke vs. Published Pricing

The table below compares what each platform includes and where pricing is confirmed:

AdvisoryAI was ranked number one in the AI-only category by FT Adviser for H1 2025. Separately, AdvisoryAI is the number one most-viewed tech tool per AdviserSoftware.com for H1 2025, reflecting adoption by practitioners evaluating tools against real workflows.

Aveni Onboarding Cost Differences

We offer a 14-day free trial with no credit card required, letting your firm configure templates, run actual client meeting recordings through Evie, generate a suitability report draft through Emma, and check a file note through Colin before paying a single pound. Enterprise pilots typically involve a structured scoping phase before configuration begins, which suits firms with complex integration or multi-adviser deployment requirements. Our full platform walkthrough shows exactly what you get on day one of the trial.

Adviser Workflow AI Features

Colin checks every document against FCA Consumer Duty requirements and relevant COBS standards, producing pass/fail verdicts with specific suggested fixes. This is the final compliance check in the advice workflow: after the suitability report is drafted through Emma and reviewed by the adviser, Colin performs the compliance gate before the document leaves your desk. Critically, Colin works on any suitability report, not just those created within Advisory AI, making it system-agnostic for firms that generate documents elsewhere. Watch the Colin compliance checker demo to see the pass/fail output in action.

Evie captures how clients are responding during meetings, not only what they say, then produces structured notes covering objectives, circumstances, recommendations, next steps, and action items from meetings recorded via Microsoft Teams, Zoom, or Google Meet. Critically, Evie captures soft facts: how clients are responding during the meeting, tone shifts that signal anxiety, vulnerability disclosures, and family dynamics that affect advice suitability. Generic transcription tools record words. Evie captures the context advisers need to evidence Consumer Duty outcomes and prepare for follow-up reviews. The Intelliflo integration demo shows how those structured outputs push directly into the fact-find without manual re-entry.

Emma generates suitability reports, annual review reports, LOA pack summaries, and provider summaries from your firm's own templates. Customisation goes beyond template structure to include advice style, tonality captured per firm, and formatting preferences including bullets, paragraphs, and tables. We offer both off-the-shelf best-practice templates and fully bespoke options, so firms can start with standard formats and refine them to match individual adviser requirements. Finsource Partners reduced time spent reviewing LOA packs by 80% after deploying Emma, as shown in our Finsource case study.

Aveni vs. AdvisoryAI: What's the Difference?

Hourly Rates for Outsourced Paraplanners

UK paraplanner salaries average £36,005 per year according to Glassdoor, with Indeed reporting an average of £36,552 in England. Even at PayScale's lower average of £31,788, that exceeds the annual cost of deploying our complete suite across multiple users. A paraplanner also does not solve the sequential bottleneck: their output still depends on the adviser producing meeting notes first, which Evie removes by generating structured notes within minutes of the meeting ending.

AI Tools for Adviser Documentation Costs

We built Atlas to automate the entire advice workflow from meeting preparation through delivery. The sequence works like this: Atlas surfaces pre-meeting preparation context from prior client interactions, Evie generates structured meeting notes capturing soft facts and action items, Emma drafts the suitability report from your templates, and Colin performs the final compliance check before the document leaves your desk. Atlas connects meeting transcripts, suitability reports, uploaded documents, and client data into a single conversational interface, rather than treating Evie, Emma, and Colin as separate tools. You can ask Atlas which clients are overdue for a review, query a specific client's vulnerability context from prior meetings before a call, or identify investment opportunities across your entire client database, all without trawling through individual files. Our 30 growth opportunities article illustrates the kind of client intelligence Atlas surfaces from data that already exists in your platform. No competitor currently offers this capability.

Manual Admin: Your Cost Baseline

Doing nothing also carries a cost. An adviser spending 1.5 hours per meeting on notes across 15 meetings per month loses 22.5 hours, roughly three full working days, to post-meeting write-ups alone. Add four to six hours per suitability report across four reports per month and the total admin burden reaches 38 to 46 hours before compliance checking. That cost does not appear on any invoice, but it does appear as reduced client capacity, delayed support team workflows, and increased risk of documentation inconsistency under Consumer Duty review.

What to Budget for Aveni AI: Adviser's Guide

Aveni Setup and Onboarding Fees

First-year costs for an enterprise deployment include the annual licence, onboarding, template configuration, and back-office integration charges. These implementation components are typically non-recurring but meaningful. Confirming how each component is priced during the commercial conversation, rather than after contract signature, is the single most important step in accurately modelling your total cost of ownership.

What Does the Aveni Trial Include?

Aveni offers a 30-day free trial for Aveni Assist. We require no credit card for our 14-day free trial and give you immediate access to Evie, Emma, and Colin against your firm's actual templates. You can check a live suitability report through Colin, review Evie's structured notes from a real meeting, and generate a draft report through Emma before your trial expires. Our Emma paraplanning guide and suitability letters walkthrough are useful starting points for configuring your templates on day one.

Lowering Aveni User Subscription Cost

For bespoke pricing negotiations, the most effective levers are seat-count precision, a phased rollout starting with one team before firm-wide deployment, and an annual commitment in exchange for a reduced per-seat rate. We offer a 10% discount on an annual commitment. Our monthly rolling agreements with a 30-day money-back guarantee mean you can right-size the deployment at any point without penalty.

Request a demo to see how it works with your specific workflow before committing.

FAQs

How Much Does Aveni Cost Per User Per Month?

Aveni does not publish pricing for Aveni Assist or Aveni Detect, so the per-user cost is only available after a commercial conversation. The total will depend on which products are activated, the number of seats, and any integration or support requirements scoped during onboarding.

What Is Advisory AI's Pricing Compared to Aveni?

We list all prices publicly: Evie (meeting notes) costs £99 per user per month, Emma (suitability reports) costs £299 per user per month, and Colin (compliance checking) costs £99 per user per month.

Does Aveni Offer a Free Trial?

Aveni offers a 30-day free trial for Aveni Assist. We require no credit card for our 14-day free trial and give you immediate access to Evie, Emma, and Colin against your firm's actual templates.

What Back-Office Systems Does Advisory AI Connect With?

We connect directly with Intelliflo, Plannr, Curo, and Iress Xplan, pushing structured meeting outputs and fact-find data into the fact-find without manual re-entry.

Does Colin Work on Suitability Reports Not Created in Advisory AI?

Yes. Colin checks documents against FCA Consumer Duty requirements and COBS standards regardless of where the document was originally created, making it system-agnostic for firms generating suitability reports in other platforms.

What Is Atlas and How Does It Differ From Evie, Emma, and Colin?

We built Atlas as the conversational interface connecting all three tools, plus uploaded client documents and meeting transcripts, into a single queryable platform. You can ask Atlas questions across your entire client database, including which clients are overdue for reviews or what vulnerability context a specific client disclosed in a prior meeting.

How Does Advisory AI Handle Client Data and Model Training?

We use anonymised data for tone of voice and template training only. Changes made within your platform stay within your firm's configuration. Client data is stored on UK-based AWS servers and is not used to train our models. We hold Cyber Essentials certification and store all data within the UK.

Key Terms Glossary

Aveni Assist: Aveni's adviser workflow product covering pre-meeting briefing notes and post-meeting summaries for UK financial advice firms. Pricing is bespoke and not publicly listed.

Aveni Detect: Aveni's compliance monitoring product for UK financial services firms. Operates on the same bespoke pricing model as Assist.

Bespoke pricing: A commercial model where the vendor provides a custom quote based on firm-specific variables such as user count, feature scope, and integration requirements, rather than publishing a standard price list.

Consumer Duty: The FCA's consumer outcomes framework, implemented July 2023, requiring UK financial advice firms to evidence good outcomes across products and services, price and value, consumer understanding, and consumer support.

Total cost of ownership (TCO): The full annual cost of a software deployment, including base licence fees, onboarding, template configuration, back-office integration, and ongoing support charges.