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.
Take a completed fact-find straight into a Voyant cashflow and lifetime plan, end to end, without re-entering the numbers by hand. Live at launch.
Fund, portfolio and market research data pulled into Ava's research and advice work, so recommendations are backed by the numbers you already trust.
A connector to Plannr, the modern adviser CRM, so firms that run it keep their book in sync with the Avagance workflow.
We say "integrates with", never "replaces". Intelliflo and Voyant are live today. FE Analytics and Plannr 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.
Join the waiting list to see how Avagance sits on top of the tools your firm already runs.