Solution introduction
AI-native operating system for client management, powering onboarding, servicing, and beyond. Built to fit every customer’s stack, not fight it
Avantos is a next-generation platform built to redefine how financial institutions handle client management all the way from onboarding to servicing - expanding clients access to financial products, and building loyalty, trust, and long-term growth
Powered by a knowledge graph data structure, it brings AI-driven orchestration, integration, and user experience with enterprise-grade security and compliance - enabling Financial Service companies to tackle the full client lifecycle across business lines, channels, and products.
Avantos is currently in production with a major wealth manager, delivering a 30% increase in adviser productivity and a ~ 50% reduction in operational processing and technology cost.
