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The ecosystem for client management

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The AI-native operating system for client management, powering onboarding, servicing, and beyond. Built to fit your stack, not fight it.

Platform overview

Avantos gives your team an intelligent onboarding workspace that adapts to each client, accelerates data entry, and keeps everyone in sync.

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Avantos is AI-native by design

Data Layer

Unify all your data without disrupting your current systems.

Orchestration

Build bespoke customer journeys with AI trained on how your company runs.

Experience

A proactive interface that surfaces insights and supports collaboration.

Data Layer

Unify all your data without disrupting your current systems.

Orchestration

Build bespoke customer journeys with AI trained on how your company runs.

Experience

A proactive interface that surfaces insights and supports collaboration.

Data Layer

Unify all your data without disrupting your current systems.

Orchestration

Build bespoke customer journeys with AI trained on how your company runs.

Experience

A proactive interface that surfaces insights and supports collaboration.

Data Layer

Unify all your data without disrupting your current systems.

Orchestration

Build bespoke customer journeys with AI trained on how your company runs.

Experience

A proactive interface that surfaces insights and supports collaboration.

Platform details

Enterprise-grade where it counts. Simple where it matters.

Our platform gives product teams the fine-grained controls they need to configure secure, scalable workflows—but just as importantly, it empowers the people who know your customers best.  

Client-facing teams can build and adapt client journeys without disrupting existing systems or compromising security and compliance—enabling faster launches and smarter iterations tailored to your clients’ needs.

Customizable servicing workflows

Integrate with your existing stack

Built with security in mind

AI-native data layer

Platform details

Enterprise-grade where it counts. Simple where it matters.

Our platform gives product teams the fine-grained controls they need to configure secure, scalable workflows—but just as importantly, it empowers the people who know your customers best.  

Customizable servicing workflows

Integrate with your existing stack

Built with security in mind

AI-native data layer

Platform details

Enterprise-grade where it counts. Simple where it matters.

Our platform gives product teams the fine-grained controls they need to configure secure, scalable workflows—but just as importantly, it empowers the people who know your customers best.  

Customizable servicing workflows

Integrate with your existing stack

Built with security in mind

AI-native data layer

Platform details

Enterprise-grade where it counts. Simple where it matters.

Our platform gives product teams the fine-grained controls they need to configure secure, scalable workflows—but just as importantly, it empowers the people who know your customers best.  

Customizable servicing workflows

Integrate with your existing stack

Built with security in mind

AI-native data layer

Distribution channels

Adaptable architecture that meets you where you are

Intelligence that compounds. Outcomes that do, too.

Configurable front-end

Integrate your way with headless APIs, embedded components, or a fully hosted solution based on the level of control that fits your business.

Scalable back-end

Connect all your separate data sources in one centralized hub that integrates with your existing tech stack, no migrations necessary.

Case study

Our solution delivered results in months by reducing time and money spent on legacy processes and technologies

-50

%

decrease in operational processing with STP and clean data

-60

%

decrease in technology cost due to decommissioning legacy systems

Case study

Our solution accelerated advisor productivity and increased growth in months by eliminating legacy processes

-50

%

decrease in operational processing with STP and clean data

-60

%

decrease in technology cost due to decommissioning legacy systems

Case study

Our solution delivered results in months by reducing time and money spent on legacy processes and technologies

-50

%

decrease in operational processing with STP and clean data

-60

%

decrease in technology cost due to decommissioning legacy systems

Case study

Our solution delivered results in months by reducing time and money spent on legacy processes and technologies

-50

%

decrease in operational processing with STP and clean data

-60

%

decrease in technology cost due to decommissioning legacy systems

Modular solutions to manage your entire client lifecycle

Custom Onboarding

Say goodbye to fragmented forms, follow-ups, and workarounds. Our dynamic onboarding journeys provide a single intelligent flow for clients with seamless handoffs and pre-filled data.

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Client Lens

A real-time pulse on client health that helps you spot upsell moments, surface risk insights, and guide every conversation to the next best step, so you can deepen trust and grow revenue.

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Servicing Journeys

Every client request in good order, every time. Our growing library of compliant, agentic workflows connects directly to your core systems to streamline your team’s operations.

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