The Al-native operating system for client management
Drive growth across every client interaction by unifying client data, products, teams, and work into a single system of context. Use Avantos AI agents to move faster from onboarding to ongoing relationship management.
Drive growth across every client interaction by unifying client data, products, teams, and work into a single system of context. Use Avantos AI agents to move faster from onboarding to ongoing relationship management.
Client management,
reimagined with AI at the core
Avantos layers its knowledge graph on top of your core systems to create a shared system of context for humans and AI to operate together.
Onboarding and Servicing
Agentic workflows that run the work
Run complex onboarding perfectly, then scale the same workflows across everyday client service.
Relationship Intelligence
Relationship Management
Manage ongoing client relationships using a living client record that reflects households, entities, and financial context.
Servicing Platform
Advice & Operations Supercharged by AI
A single workspace where AI anticipates needs, generates work, and keeps service moving. Less monitoring. Fewer handoffs. Better decisions.
Solutions
Solutions
Solutions
How Teams Use Avantos
How Teams Use Avantos
How Teams Use Avantos
Onboarding
Relationship Management
Upsell & Growth
Operations & Control
Seamless Onboarding
Streamline onboarding with AI agents that collect data, extract documents, and coordinate follow-ups. Reduce time to account opening and funding while maintaining control and compliance.
Onboarding
Relationship Management
Upsell & Growth
Operations & Control
Seamless Onboarding
Streamline onboarding with AI agents that collect data, extract documents, and coordinate follow-ups. Reduce time to account opening and funding while maintaining control and compliance.
Onboarding
Relationship Management
Upsell & Growth
Operations & Control
Seamless Onboarding
Streamline onboarding with AI agents that collect data, extract documents, and coordinate follow-ups. Reduce time to account opening and funding while maintaining control and compliance.
Onboarding
Relationship Management
Upsell & Growth
Operations & Control
Seamless Onboarding
Streamline onboarding with AI agents that collect data, extract documents, and coordinate follow-ups. Reduce time to account opening and funding while maintaining control and compliance.
Testimonials
Hear what our customers say.
”At Mercer Advisors, we serve tens of thousands of clients, and Avantos has transformed how our advisors meet their needs. By unifying multiple disconnected systems into a single environment, Avantos gives our advisors deep, instant context on every client relationship.”
Daniel Gourvitch
President, Mercer Advisors
“Our investment in Avantos underscores our confidence in its transformative potential and our commitment to using AI to modernize our platforms and enhance our wealth capabilities. By reducing client friction and improving advisor productivity, we will drive deeper relationships that help clients realize their financial goals.”
Mike Perry
Head of Client Solutions and Wealth Management, Guardian
”AI is creating opportunities to transform how we support clients. Our partnership with Avantos reflects a promising step forward on that journey. Avantos’ capabilities can help us pair our teams’ insights and experience with a more comprehensive view of client needs, supporting our efforts to deliver an increasingly seamless and personalized experience.”
Danielle Corey
Head of Client Service & Operations for Advice and Wealth Management, Vanguard
“Avantos will be a catalyst for enhancing how we serve our clients by delivering an integrated, end-to-end advisor experience. By combining AI-driven onboarding, insights, and servicing across our asset management, operations and financial technology, we will create a seamless, connected experience that support our clients' scale, flexibility and long-term needs.”
Jeff Benfield
Chief Product Officer, SEI
”At Mercer Advisors, we serve tens of thousands of clients, and Avantos has transformed how our advisors meet their needs. By unifying multiple disconnected systems into a single environment, Avantos gives our advisors deep, instant context on every client relationship.”
Daniel Gourvitch
President, Mercer Advisors
“Our investment in Avantos underscores our confidence in its transformative potential and our commitment to using AI to modernize our platforms and enhance our wealth capabilities. By reducing client friction and improving advisor productivity, we will drive deeper relationships that help clients realize their financial goals.”
Mike Perry
Head of Client Solutions and Wealth Management, Guardian
”AI is creating opportunities to transform how we support clients. Our partnership with Avantos reflects a promising step forward on that journey. Avantos’ capabilities can help us pair our teams’ insights and experience with a more comprehensive view of client needs, supporting our efforts to deliver an increasingly seamless and personalized experience.”
Danielle Corey
Head of Client Service & Operations for Advice and Wealth Management, Vanguard
“Avantos will be a catalyst for enhancing how we serve our clients by delivering an integrated, end-to-end advisor experience. By combining AI-driven onboarding, insights, and servicing across our asset management, operations and financial technology, we will create a seamless, connected experience that support our clients' scale, flexibility and long-term needs.”
Jeff Benfield
Chief Product Officer, SEI
”At Mercer Advisors, we serve tens of thousands of clients, and Avantos has transformed how our advisors meet their needs. By unifying multiple disconnected systems into a single environment, Avantos gives our advisors deep, instant context on every client relationship.”
Daniel Gourvitch
President, Mercer Advisors
“Our investment in Avantos underscores our confidence in its transformative potential and our commitment to using AI to modernize our platforms and enhance our wealth capabilities. By reducing client friction and improving advisor productivity, we will drive deeper relationships that help clients realize their financial goals.”
Mike Perry
Head of Client Solutions and Wealth Management, Guardian
”AI is creating opportunities to transform how we support clients. Our partnership with Avantos reflects a promising step forward on that journey. Avantos’ capabilities can help us pair our teams’ insights and experience with a more comprehensive view of client needs, supporting our efforts to deliver an increasingly seamless and personalized experience.”
Danielle Corey
Head of Client Service & Operations for Advice and Wealth Management, Vanguard
“Avantos will be a catalyst for enhancing how we serve our clients by delivering an integrated, end-to-end advisor experience. By combining AI-driven onboarding, insights, and servicing across our asset management, operations and financial technology, we will create a seamless, connected experience that support our clients' scale, flexibility and long-term needs.”
Jeff Benfield
Chief Product Officer, SEI
”At Mercer Advisors, we serve tens of thousands of clients, and Avantos has transformed how our advisors meet their needs. By unifying multiple disconnected systems into a single environment, Avantos gives our advisors deep, instant context on every client relationship.”
Daniel Gourvitch
President, Mercer Advisors
“Our investment in Avantos underscores our confidence in its transformative potential and our commitment to using AI to modernize our platforms and enhance our wealth capabilities. By reducing client friction and improving advisor productivity, we will drive deeper relationships that help clients realize their financial goals.”
Mike Perry
Head of Client Solutions and Wealth Management, Guardian
”AI is creating opportunities to transform how we support clients. Our partnership with Avantos reflects a promising step forward on that journey. Avantos’ capabilities can help us pair our teams’ insights and experience with a more comprehensive view of client needs, supporting our efforts to deliver an increasingly seamless and personalized experience.”
Danielle Corey
Head of Client Service & Operations for Advice and Wealth Management, Vanguard
“Avantos will be a catalyst for enhancing how we serve our clients by delivering an integrated, end-to-end advisor experience. By combining AI-driven onboarding, insights, and servicing across our asset management, operations and financial technology, we will create a seamless, connected experience that support our clients' scale, flexibility and long-term needs.”
Jeff Benfield
Chief Product Officer, SEI
Platform details
Platform details
Platform details
Enterprise-grade where it counts.
Simple where it matters.
Enterprise-grade where it counts.
Simple where it matters.
Enterprise-grade where it counts. Simple where it matters.
Customizable workflows
Configure onboarding and servicing journeys to match how your firm works, without engineering overhead.
Built with security in mind
SOC2 certified and architected for enterprise security, compliance, and auditability from the ground up.
Existing tech stack
Integrate with your CRMs, custodians, and core systems so you can adopt Avantos without replacing what you depend on.
AI-native data layer
Unify data into one knowledge graph into one system of context for humans and AI.