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.
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.
We say "integrates with", never "replaces". Intelliflo and Voyant are live today, and cashflow planning and market research are built into the platform rather than bought separately. Plannr is 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.