Start creating suitability reports in less than 25 minutes.
Generate unlimited reports each month under Avenir's template.
Create unlimited reports each month in your firm's template.
Get quick answers to common queries in our FAQs.
Yes, the tool allows advisors to upload documents from various sources, including client records, notes, annual statements and product features. Advisors can also input details retrieved from platforms like Intelliflo, for a streamlined process incorporating external information into the suitability report creation.
Client data is safeguarded by several key measures. First, when you upload files, they are transmitted through a secure, encrypted connection to ensure privacy. Once received, the files are stored securely and encrypted in the UK. The AI that processes your data only reads what is necessary to generate the report and does not retain or learn from the information.
The AI analyses data inputted by the advisor and organises it into a comprehensive suitability report template. It collaborates closely with the advisor, prompting for input in areas of uncertainty, such as capacity for loss or setting objectives. The advisor validates key decisions, ensuring accuracy every step of the way.
Client information is securely stored in the UK and remains encrypted at all times. You have the option to delete all data immediately after your report is generated. Additionally, your data is never transferred outside the UK, ensuring it is handled according to local security regulations and standards.
