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All-in-One Hyper Personalisation Solution

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https://www.joinavenir.com/

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Solution introduction

Fueling hyper personalised investing

Empowering financial advisers to engage with today's generation of investors

We provide an end-to-end solution encompassing 3 core modules:

  • Values Mapping Exercise: Using our unique value-mapping tool, wealth managers can unlock data-driven insights from clients values and align their product and marketing strategies.
  • Hyper Personalised Portfolios built on personalised ETFs fitting each client’s values using direct indexing technology.
  • Automated Reporting – Share SFDR compliant reports highlighting tailored granular impact data aligned to each clients.

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