AI-driven onboarding workflows that compress KYC and identity verification
into a single decision in under 6 minutes, for IFAs, RIAs and the platforms that serve them.
Consumer-grade onboarding — without losing an ounce of compliance.
Avantos.ai replaces the form-and-PDF onboarding flow with a single AI
decisioning step. New clients upload an ID, answer a suitability questionnaire
that adapts to their profile, and either get straight-through approval or a
compliance officer review with all the evidence pre-attached.
Built for wealth firms that want consumer-grade onboarding without sacrificing
regulatory rigour. Connects natively to Intelliflo, Salesforce FSC, Iress and
most CRMs via webhooks.
Avantos.ai in numbers
6 minMedian identity decision
96%Straight-through approval
70%Fewer onboarding drop-offs
14Native CRM integrations
Feature matrix
Identity & PEP screening
Document capture, facial match, PEP & sanctions screening, all in one decisioning pass.
Adaptive suitability
Questionnaire reshapes itself to client profile, fewer questions, sharper outcomes.
Straight-through decisioning
~96% of low-risk cases auto-approved with full evidence pack attached to the file.
Compliance review
Edge cases routed to your supervision team with pre-summarised rationale.
CRM-native integrations
Pre-built connectors for Intelliflo, Iress, Salesforce FSC and 14 other systems.
Supervision analytics
Live cohort-level dashboards on volume, drop-off, intervention rate, and SLAs.
Solution benefits
Onboard in hours, not daysClients go from application to funded in a single sitting, Quilter cut 9 days to 28 hours.
Convert more clientsAdaptive questionnaires cut abandonment, with up to 70% fewer drop-offs mid-flow.
Always audit-readyEvery decision ships with a pre-attached evidence pack your supervisors can sign off in seconds.
Lower cost-to-serve96% of low-risk cases need no manual touch, so your compliance team focuses on the exceptions.
