Aveni Assist 2026: Benefits, Features & Pricing

Aveni Assist is designed for financial advisers and advice firms who want to spend less time on administration and more time with clients. It’s especially suited for professionals balancing a growing client base with the increasing demands of compliance, record-keeping, and regulatory reporting.

An ideal user is an adviser who prepares for multiple client meetings each week, manages detailed fact finds, and needs to document conversations accurately for compliance. Aveni Assist supports them from the first preparation step to the final compliance check, all in one system.

The platform captures client meetings in real time, transcribes the conversation with high accuracy, and identifies speakers automatically. Both hard facts (such as investment preferences) and soft facts (like personal goals) are recorded and stored. After the meeting, Aveni Assist produces a complete, structured summary that can be customised and pushed to CRM records.

Compliance is built in. Aveni Protect runs pre-execution checks, applies a red amber green rating to documents, and flags any risks before they reach QA review. All information is stored in a secure, searchable audit trail to support Consumer Du...