Avagance is the operating system on top, not a replacement for the platforms your firm depends on. We integrate with them so you capture a client detail once and never re-key it into another system again.
A two-way connection through the Intelliflo iO Integration Hub. Client and CRM data flows into Avagance, Ava does the work, and finished output flows back, so Intelliflo stays your system of record while Avagance runs the workflow on top.
A two-way connection. Take a completed fact-find straight into a Voyant cashflow and lifetime plan without re-entering the numbers, and write the results back into the client record. Avagance also has its own cashflow planning built in, so Voyant is a choice, not a requirement.
Cashflow and lifetime planning native to the platform, built from the same client record as the fact-find and the suitability report. Run it here, or push to Voyant and pull the results back. No separate subscription either way.
Letters of authority written in the platform from your own templates, worded per provider where they differ, then sent and chased from here. The reply is read back from a scan or a photograph and the provider, plan, policy number and values are extracted into the client record. Provider forms are filled from that same record. No separate LOA service, and nothing keyed twice.
Fund, portfolio and market research inside the platform, powered by institutional market data available platform-wide rather than sitting behind a separate research tool. Ava's analysis and your advice work draw on the same numbers.
A connector to Plannr, the modern adviser CRM, so firms that run it keep their book in sync with the Avagance workflow.
A connector to Xplan, so firms that run it keep their client records in sync with the Avagance workflow.
We say "integrates with", never "replaces". Intelliflo and Voyant are live today, and cashflow planning, market research and provider paperwork are built into the platform rather than bought separately. Plannr and Xplan are on the roadmap, and this page is kept honest as each one ships. If a connector you rely on isn't here yet, tell us, it helps us prioritise.
Integration availability is indicative and subject to change.
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