Founding 25For directly FCA-authorised UK financial advice firms
Get 50% off Avagance as one of our 25 founding partners.
Less paperwork. Less re-keying. More time for advice.
Avagance brings meeting notes, suitability reports, provider paperwork and financial planning into one connected workflow. Ava prepares the work using your client records. Your adviser reviews and signs it off.
- First 8 weeks free, with hands-on onboarding
- 50% off the standard plan for as long as you stay
- Start with just one adviser
- No card or contract to claim a place
Designed for regulated advice workflows. Your firm remains responsible for advice and sign-off.
Your advisers should be advising, not moving data between systems.
An advice firm might use separate tools for meetings, client records, research, cashflow and suitability reporting.
The problem isn't necessarily that these tools are bad. It's that work and client context have to move between them.
That means more re-keying, more checking, more chasing and more time spent completing the work around advice.
Avagance is being built to connect that workflow.
What Ava helps your team do.
Prepare meeting notes
Capture discussions, prepare notes and identify follow-up actions.
Draft suitability reports
Prepare drafts using the client record, ready for human review and approval.
Handle provider paperwork
Prepare letters of authority and provider forms using information already held in the platform.
Connect financial planning
Bring cashflow planning and research into the wider advice workflow.
Keep the adviser in control
Ava prepares the work. Qualified people check it and sign it off.
Avagance supports advice administration and workflows; it does not provide financial advice or replace your firm's regulatory responsibilities.
See how Avagance works.
Watch Ava prepare an everyday advice task using connected client information.
No slides. See the actual workflow, the prepared output and where the adviser reviews the work.
Why we're offering founding-partner terms.
We're building Avagance with practising advice professionals, and we want firms willing to use the platform on real work and tell us what needs improving. Rather than asking you to commit your whole business to new software, we want to start with just one adviser.
You get
- 8 weeks of hands-on help from our team.
- Support connecting your existing systems.
- A direct line to the people building Avagance.
- The opportunity to influence what gets improved next.
- A 50% discount on the standard plan for as long as you stay: £175 or £300 a month, VAT included.
We ask
- One adviser willing to use Avagance on real client work.
- Honest feedback about the experience.
- Occasional conversations with our founding team.
That's the exchange. You help shape a better product, and we give you dedicated support and long-term preferential pricing.
How your founding place works.
- 1
Claim your place
Tell us who you are and which firm you represent. Nothing is charged and nothing needs signing.
- 2
Start with one adviser
Our team helps connect your systems and supports your selected adviser through the first 8 weeks.
- 3
Continue at your founding rate
After the first 8 weeks, you can continue at 50% of the applicable standard plan for as long as you remain a customer. That is £175 or £300 a month, VAT included, with no minimum contract term.
A few things worth knowing.
Do we have to roll Avagance out to everyone?
No. Start with one adviser. Expand only when you decide the platform is right for your firm.
Does Avagance replace our existing back-office system?
No. Avagance is designed to work with your existing systems. Intelliflo and Voyant are supported today; Plannr and Xplan connectors are on the roadmap.
Does Ava make financial advice decisions?
No. Your qualified team remains responsible for advice, reviewing outputs and signing them off.
Are we committing to a contract?
No. Claiming a founding place requires no card or contract, and there is no minimum term once you begin.
What will we pay after the first 8 weeks?
Half the applicable standard plan, for as long as you stay. Solo practice (1 adviser and 2 support staff) is £175 a month instead of £350. Growing firm (2 advisers and 3 support staff) is £300 a month instead of £600. Both figures include VAT.
Why is the price lower?
Because founding partners contribute product feedback and help us improve the platform while we are still developing it.
Your advisers advise. Ava helps with the admin.
25 founding places. One adviser per firm. 8 weeks of support. Half the standard plan for as long as you stay: £175 or £300 a month, VAT included.
For eligible directly FCA-authorised UK financial advice firms. No payment or signature required to apply.