Servicing Platform
Automate your servicing
A purpose-built servicing platform
Replace spreadsheets, tickets, and inbox chaos with one platform built for wealth management. Manage tasks, approvals, escalations, and follow-ups in one place with full visibility into client context.
Chat with anything
AI chat lives inside client records, workflows, and firm playbooks. Ask questions, get summaries, and take action without switching tools. The AI understands your clients, their work, and how your firm operates.
Integrated client portal
Give clients a premium white-label portal that's deeply integrated with your team's workspace. Real-time collaboration, online presence, and the ability to delegate tasks to clients and AI agents alike.
AI as a proactive partner
Delegate work to AI that monitors progress, anticipates needs, and generates drafts. You remain accountable while AI handles execution. Less chasing, more forward motion, without the manual overhead.
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.
Relationship Intelligence
Use relationship intelligence to spot opportunities hidden in day-to-day work.