Aveni Assist - 2026 Pricing, Features, Reviews & Alternatives

Aveni Assist is a software platform for financial advisers and advice firms that automates meeting capture, documentation, and compliance tasks. It uses advanced speech processing to transcribe client meetings with high accuracy, capture both hard and soft facts, and structure the information for use in CRMs and regulatory reporting.

The system provides an integrated workflow across the advice lifecycle. Advisers can prepare for meetings with briefing notes and client history, record the conversation directly into the platform, and review transcripts with speaker diarisation. Aveni Copilot enables editing and formatting of meeting notes before pushing them to CRM systems.

Compliance features are embedded throughout. Aveni Protect runs pre-execution checks, applies red amber green risk ratings, and flags potential regulatory issues. All captured data is stored in a searchable audit trail to meet Consumer Duty and other requirements.

Integrations include Intelliflo Office, Xplan, MS Teams, Zoom, Webex, and Genesys, supporting both in-person and virtual client interactions. Data security is prioritised through encrypted data storage, role-based access controls, and industry-specific model training using proprietary FinLLM technology.

Firms benefit from reduced admin time, accurate and consistent records, improved compliance oversight, and actionable data insights. Advisers gain a streamlined process that enables them to focus on client relationships rather than manual tasks.