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.
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.
Document capture, facial match, PEP & sanctions screening, all in one decisioning pass.
Questionnaire reshapes itself to client profile, fewer questions, sharper outcomes.
~96% of low-risk cases auto-approved with full evidence pack attached to the file.
Edge cases routed to your supervision team with pre-summarised rationale.
Pre-built connectors for Intelliflo, Iress, Salesforce FSC and 14 other systems.
Live cohort-level dashboards on volume, drop-off, intervention rate, and SLAs.
How a 2,400-advisor network rolled out Avantos across 70 offices in 90 days, and what their compliance team changed along the way.
Inside the rebuild of their HNW onboarding, and the cohort dashboards that let them tighten thresholds in week 4.
Up to 10 advisors · 250 onboardings · standard integrations
Up to 50 advisors · 1,500 onboardings · CRM integrations
Unlimited advisors · private VPC · SLA-backed
Pricing shown in GBP; USD & EUR equivalents available on request. All plans annual.
