Relationship Intelligence
Relationship Management
A client relationship record for financial services
Avantos models clients the way wealth firms actually work: individuals, households, entities, and the relationships between them. Roles, ownership, activity, and history stay current automatically.
Pro-active AI briefings & Recommendations
Get up to speed instantly with automated client briefings from live relationship data. Avantos summarizes recent activity, highlights changes, and suggests next steps.
Client context embedded into everyday work
Client and household context flows directly into workflows, meetings, tasks, and forms. The right data surfaces automatically while work gets done.
AI meeting intelligence
Avantos reviews meeting transcripts and communications to identify follow-ups, servicing needs, and growth opportunities. AI highlights what changed and what requires action.
Opportunity Pipeline
Opportunities move through clear stages based on client activity, servicing events, and AI-detected changes. Teams see what's emerging, in progress, and addressed.
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
Agentic workflows that run the work
Run complex onboarding perfectly, then scale the same workflows across everyday client service.
Advice & Operations, Supercharged by AI
A single workspace where AI anticipates needs, generates work, and keeps service moving. Less monitoring. Fewer handoffs. Better decisions.