A draft in your firm's shape
15 ready-made templates, or build your own.
Report generator
AI suitability reports for UK financial advisers, drafted by Ava, signed by a human.
Avagance drafts the suitability report from the meeting brief and the research already on the client record, then routes it for sign-off. The junior produces, the senior approves, and every version is kept for the audit trail. Ava prepares the draft. Your firm gives the advice.
From the brief to a signed-off report.
- 1
Start from the brief
The draft is built from the meeting brief and the research on the same client record, so the facts in the report are the facts you captured.
- 2
Pick a template
Use one of 15 ready-made templates, or build your own so the report reads the way your firm writes.
- 3
Produce the draft
Ava drafts, and a junior adviser or paraplanner produces the report from that draft, checking the rationale as they go.
- 4
Senior sign-off
A senior adviser reviews the draft and the compliance trail, then approves and releases it. Nothing leaves before that.
Report · Suitability draft 3Mr & Mrs Smith
Objective
Recommendation
aAva drafts→JJunior produces→SSenior signs off
What your firm gets, in plain terms.
Numbers that match
Cashflow runs on the same client record as the fact find, so the numbers you modelled are the numbers in the report.
A trail that writes itself
Every version is kept, and the audit trail is written as the work happens, not after the fact.
Flags raised early
Vulnerability and suitability flags are surfaced early, while there's still time to act on them.
Human sign-off
Nothing leaves the firm without a human sign-off.
- Senior adviser sign-off is required before any report leaves the firm.
- The junior produces and the senior approves, with a compliance trail on every step.
- Avagance is a software provider. It doesn't give financial advice, and your firm remains responsible for the advice it gives.
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.
Can AI write a suitability report?
It can draft one. Ava drafts the suitability report from the meeting brief and the research on the client record. A person at your firm produces the final report and a senior adviser signs it off, because the advice, and the responsibility for it, stay with your firm.
Who signs off a report drafted by Ava?
A senior adviser at your firm, every time. The junior produces, the senior approves, and nothing leaves the firm until that approval is given.
What is the draft built from?
The meeting brief and the research already on the client record. Cashflow runs on the same record as the fact find, so the numbers you modelled are the numbers in the report.
Can we use our own report templates?
Yes. There are 15 ready-made templates, or you can build your own.
Is there an audit trail?
Yes. Every version of the report is kept, and the audit trail is written automatically as the work happens, not after the fact.
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.