Onboarding and Servicing
Onboarding and Servicing, your way
Prebuilt onboarding journeys
Start with pre-built onboarding journeys assisted with AI agents to pre-fill data and perform real-time data validations.
Made-to-measure customization
Teams can customize any journey at any moment within set guard rails to enable the best experience for each client, and deliver your organization’s unique processes and strengths.
Shared, until it’s private
Advisors, operations teams, and clients collaborate in a single platform. Sensitive data, internal steps, and client visibility are controlled precisely, so work stays shared where it should be, and private where it must be.
Account opening, without the chaos
KYC, signatures, and custodian mapping handled by one agentic workflow—built for financial services from day one.
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.
Products
Modular solutions to manage your entire client lifecycle
Relationship Intelligence
Use relationship intelligence to spot opportunities hidden in day-to-day work.
Advice & Operations, Supercharged by AI
A single workspace where AI anticipates needs, generates work, and keeps service moving. Less monitoring. Fewer handoffs. Better decisions.