A brief, not just a transcript
It doesn't just transcribe. The brief is written against the client's history and refers to them by name.
Note taker
AI meeting notes for UK financial advisers, written against the client's history.
Avagance's note taker gives you a live transcript of the client meeting and a brief written against what your firm already holds on that client: prior reviews, holdings and vulnerability notes. It flags what changed since the last review, and a person at your firm checks the brief before it's used.
From the meeting to a brief you can use.
- 1
Ask Ava to prepare you
Before the meeting, ask in plain English, by voice or text: "Prepare me for the Smith meeting at 2pm." Ava pulls the file and tells you what matters, such as an overdue review or an unused ISA allowance.
- 2
Hold the meeting
The transcript builds on the left and the brief builds on the right, so your attention can stay on the client.
- 3
Read the brief
It names the client, flags what changed since the last review, lists the actions, and keeps the human details a relationship is built on.
- 4
Pass it on
Once you're happy with it, the brief goes straight to the report generator, so nothing is typed twice.
Note taker · Mr & Mrs SmithRecording
Transcript
AdviserHow is the retirement timeline feeling since we last spoke?
ClientWe'd like to bring it forward a couple of years if we can.
AdviserUnderstood. Let's look at the ISA and the pension together.
Intelligent brief
Client
Mr & Mrs Smith · review 11 months overdueChange flagged
Retirement target moved earlier. Revisit drawdown.Action
Unused ISA allowance this tax year.Human detail
Granddaughter's graduation in June, mention it.What your firm gets, in plain terms.
What changed, flagged
A retirement date moved earlier, an allowance left unused, a review that's overdue. Changes since the last review are picked out for you.
The human details, kept
A granddaughter's graduation in June is the kind of detail a relationship is built on. The brief keeps it, so you can mention it.
Nothing keyed twice
The brief feeds the suitability report draft on the same client record. Avagance integrates with Intelliflo, so your back office stays your system of record.
Human sign-off
Nothing leaves the firm without a human sign-off.
- You read and correct the brief before it's used for anything.
- Vulnerability notes are surfaced early, so a person sees them before the work moves on.
- Cases relating to bereavement, illness or divorce are only ever human-led.
At a glance
Avagance, in plain facts.
- What it is
- Avagance is the AI operating system for UK financial advisers: one platform that runs on top of your back office. Ava, the agent at its centre, prepares the work by voice or text.
- Who it is for
- UK financial advice firms, from a solo adviser to a larger practice.
- What Ava prepares
- Meeting notes and briefs, suitability report drafts, letters of authority (written, sent and chased), provider forms, cashflow planning, market research, and a compliance trail on every step.
- Who signs it off
- A person at your firm, every time. Nothing leaves the firm without a human sign-off, and cases relating to bereavement, illness or divorce are only ever human-led.
- Works with
- Intelliflo and Voyant are live. Plannr and Xplan are coming soon. Cashflow planning and market research are built in, so neither needs a separate subscription.
- Price
- Solo practice: £350 a month. Growing firm: £600 a month. For 3+ advisers: custom. VAT included.
- Founding partners
- 25 places, open until 22 October 2026. The first 8 weeks are free, then half the applicable plan for as long as you stay: £175 or £300 a month, vat included. No contract.
- Regulatory status
- Avagance is a software provider. It is not authorised or regulated by the FCA and does not give financial advice. Your firm remains responsible for the advice it gives.
- Client data
- Your firm is the data controller and Avagance is the processor, under a Data Processing Agreement. Data is held in the UK or EEA, access is set by role, and client data is never used to train shared models.
- Company
- Avagance Limited, registered in England and Wales, company number 15991387. 128 City Road, London EC1V 2NX.
Questions
Short, true answers.
What are AI meeting notes for financial advisers?
Software that captures what was said in a client meeting and turns it into notes an adviser can use. Avagance goes further than transcription: its note taker writes a brief against the client's history, flags what changed since the last review, and hands that brief to the report generator once you've checked it.
Is the Avagance note taker just transcription?
No. You get a live transcript and, beside it, a brief that references the client by name, pulls prior reviews, holdings and vulnerability notes, and flags the changes and the actions.
Who checks the notes?
You do. Ava prepares the brief and a person at your firm reviews it. Nothing leaves the firm without a human sign-off, and cases relating to bereavement, illness or divorce are only ever human-led.
Do we need a separate note-taking subscription?
No. The note taker is part of the platform, on the same client record as the reports, the cashflow planning and the provider paperwork.
Does it work with our back office?
Avagance integrates with Intelliflo and runs on top of it, so your back office stays where it is. Intelliflo and Voyant are live today, and Plannr and Xplan are coming soon.
How is my clients' data handled?
Your firm remains the data controller for client data and Avagance acts as processor under a Data Processing Agreement. Data is held in the UK or EEA, access is set by role, and client data is never used to train shared models.
What does it cost?
It is part of the platform, not an add-on. Solo practice is £350 a month for 1 adviser and 2 support staff. Growing firm is £600 a month for 2 advisers and 3 support staff. Firms with 3 or more advisers get custom seats and terms. Until founding places close on 22 October, every firm joins as a founding partner: the first 8 weeks are free, then you pay half the applicable plan for as long as you stay, so £175 or £300 a month. All prices include VAT.