Founding members · UK advice firms only
Avagance is the wealth management operating system for UK advice firms. Run the firm by voice: Ava does the work, you sign it off. One platform instead of six disconnected subscriptions.
Founding 50
Fifty founding places
Founding pricing closes in
Founding pricing ends on the closing date, or when the fiftieth firm joins, whichever comes first.
Takes about thirty seconds. We will confirm by email and tell you when your onboarding slot opens.
What happens next
Step 01 · Today
Your founding place is held against your firm. Nothing is charged. We confirm by email and tell you where you sit in the onboarding queue.
Step 02 · Your slot opens
The whole platform, not a limited trial. If you asked for setup help, one of our team walks your firm through it and connects your existing systems.
Step 03 · Day 31
Billing starts at the founding rate and stays there for three years. Still not right for you in the first 30 days of billing? We refund the year in full.
See it working
Short films, no slides. This is the work Ava prepares and the point where a human takes over.
What the £1,000 covers
Ava listens, writes the note and pulls out the actions, so the record is done before you have left the room.
Drafted against the file and the rules, ready for your paraplanner or adviser to check and sign. No report goes out unsigned.
Raised, sent and chased, with the replies filed against the right client without anyone rekeying them.
Integrates with Voyant and Intelliflo today. FE Analytics and Plannr connectors are on the roadmap.
The same checks on every piece of work, junior or senior. Nothing leaves the firm without a human sign-off on the record.
Your clients get answers at the moment they ask, on your firm's terms, even when you are with family.
Why the number is £1,000
The founding price is not a discount on a cheap tool. It is one platform priced below any single line in the stack it replaces, because we would rather have fifty firms shaping the product than fifty thousand pounds this year.
| Back office and CRM | £3,600 / yr |
| Cashflow planning | £1,800 / yr |
| Research and analytics | £2,400 / yr |
| Note-taking and transcription | £1,200 / yr |
| Report drafting and templates | £1,800 / yr |
| Compliance monitoring | £1,200 / yr |
| Avagance, founding member | £1,000 / yr |
Indicative market rates for a solo practice, drawn from published list pricing. Your own stack will differ. These figures describe the economics the model is designed to support, not a guarantee of savings.
Full access before a penny changes hands. Not a demo environment, not a feature-limited trial. Your real firm, your real clients, your real work.
Once billing starts you get another thirty days. If Avagance is not right for your firm, tell us and we refund the year in full, no conditions.
The founding rate is held for three years. If the standard price rises, and it will, yours does not while you remain a founding member.
Questions
Full access to the Avagance platform for one advisor and two support staff, the same scope as the Solo practice plan. Thirty days free, then £1,000 a year, held at that price for three years. The list price for the same plan is £4,200 a year. Extra seats can be added at the standard rate at any time.
No. Claiming a founding place reserves it against your firm and costs nothing. We contact you when your onboarding slot opens, and nothing is charged until you have had your thirty days of full access.
Your price moves to whatever the standard rate is at that point. There is no obligation to continue and no exit fee. We give founding members notice well before any change takes effect, so nothing arrives as a surprise.
No. Avagance is a software provider, not an authorised firm, and we do not give financial advice. Your firm remains responsible for the advice it gives and for its own regulatory obligations. That is exactly why nothing leaves your firm without one of your people signing it off.
Intelliflo and Voyant are the live connectors today. FE Analytics and Plannr connectors are on the roadmap. Avagance integrates with the systems your firm already runs, it does not replace your back office, and we will be straight with you about what is connected today versus what is coming.
No. Ava adds capacity. She prepares the work, a human checks it, and a human signs it off. The firms getting the most out of this use the time released to take on more clients and to bring juniors on faster behind senior sign-off, not to cut headcount.
Thirty days from the day billing starts. If you decide Avagance is not right for your firm inside that window, email us and we refund the year in full. That sits on top of the thirty free days you get before billing starts at all, so you have sixty days in total to decide.
Your firm remains the data controller for client data and Avagance acts as your processor under a Data Processing Agreement. Data is held in the UK or EEA. The detail is in our privacy notice and on our compliance page.
Then founding pricing is gone and the standard rate applies. The counter at the top of this page shows the real number of places taken, and it only moves when a firm actually claims one. We are not going to pretend otherwise to hurry you.
Thirty days free, then £1,000 a year instead of £4,200, locked for three years, with a thirty-day money-back guarantee behind it.
Claim your founding place