Research, built in
Market analysis and research on institutional market data, inside the platform. No separate research subscription.
Paraplanning support
AI paraplanning for UK financial advisers, more capacity for the team you have.
Avagance has Ava prepare the work paraplanning takes: the provider paperwork, the research, the cashflow model and the suitability report draft, all on one client record. Your paraplanners and advisers review it, correct it and sign it off. It's designed to add capacity to your team, not to replace it.
From the first letter to the signed report.
- 1
Gather what providers hold
Ava writes the letter of authority from your firm's own templates, sends it and chases it. The reply is read from a scan or a photo, and the fields are synced to the back office.
- 2
Research and model
Compare products on institutional market data and preview the impact on the client's portfolio. Cashflow is modelled from the fact find on our own planning engine, or synced both ways with Voyant.
- 3
Draft the report
Ava drafts the suitability report from the brief and the research. Your paraplanner produces the report from that draft.
- 4
Review and release
A senior adviser checks the draft and the compliance trail, then signs it off.
Scanner · LOA_Aviva.pdfRead by Ava
WrittenSentChasedRead
Extracted fields
ProviderAviva
Plan typePersonal pension
Policy numberAV-4471902
Current value£184,250
ClientMrs J Fletcher
Syncing to back office · Intelliflo
What your firm gets, in plain terms.
Cashflow, built in
Lifetime cashflow modelled from the fact find on our own planning engine. Voyant is a choice for firms that run it, not a requirement.
Paperwork handled
Letters of authority written, sent, chased and read back. Provider forms are filled from the client record.
One client record
Every step works from the same record, so nothing is keyed twice between the research, the cashflow, the report and the forms.
Human sign-off
Nothing leaves the firm without a human sign-off.
- Your paraplanners and advisers review and correct everything Ava prepares.
- A senior adviser signs off before anything leaves the firm.
- Ava assists your team and adds capacity. Ava doesn't replace your staff.
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 is AI paraplanning?
Using software to prepare the work a paraplanner does before advice is given: gathering what providers hold, research, cashflow modelling and the suitability report draft. In Avagance, Ava prepares that work on one client record, and your paraplanners and advisers review it and sign it off.
Does AI replace paraplanners?
No. Ava prepares drafts and runs the repetitive steps. The judgement stays with your paraplanners and advisers, who review, correct and sign off the work. It's designed to add capacity to the team you have.
Do we still need separate cashflow and research subscriptions?
No. Cashflow planning runs on our own planning engine and market research runs on institutional market data, both built into the platform. Voyant is a choice for firms that already run it, not a requirement.
How are letters of authority handled?
Ava writes the letter of authority from your firm's own templates, worded per provider where they differ, sends it and chases it until the provider replies. The reply is read from a scan or a photo, and the fields are synced to the back office.
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.
Does Avagance give financial advice?
No. Avagance is a software provider, not an authorised firm, and doesn't give financial advice. It is not authorised or regulated by the FCA. Your firm remains responsible for the advice it gives.
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.