Automate Investment Workflows with AI

Avanzai empowers asset managers by automating key workflows with AI agents. Leveraging your data and tools, our agents streamline report generation, risk alerts, scenario analysis, and insights to accelerate decision-making.

AI Portfolio Analysis

Users can build AI agents to scrape news, SEC filings, and economic releases, providing investors real-time insights and risk alerts. Risk managers can add their biases, ensuring risk criteria reflect their market views.

Automated Risk Management

Risk managers can build AI agents to automate portfolio risk and exposure monitoring, triggering actions based on economic events or earnings releases. This ensures portfolios stay balanced and compliant with regulations without constant oversight.

Financial Data Integration

Connect your SQL database, S3 bucket, or financial data APIs with Avanzai to enhance your agents, perform scenario analysis and make better decisions

Accelerate your decision making

Create and Customize Agents


Choose from our dozens of agents with tools and connectivity to your data, or create your own in the Playground to tailor AI solutions to your needs.

Deploy and Automate Workflows

Once you've configured your agents, deploy them to handle tasks automatically on a predefined schedule.

Generate Reports and Access Outputs


Generate detailed reports or pull outputs via our SDK for actionable insights and streamlined decision-making.


Use AI to automate your daily tasks

An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral
An illustration from Carlos Gomes Cabral

01.

Portfolio Monitoring

Avanzai's automated agents provide seamless portfolio monitoring by scraping news, accessing real-time data, and calculating performance metrics and technical indicators. This ensures asset managers are always informed and can make timely decisions based on the latest market developments.

02.

Automate Your Agents

03.

AI driven Insights

01.

Portfolio Monitoring

Avanzai's automated agents provide seamless portfolio monitoring by scraping news, accessing real-time data, and calculating performance metrics and technical indicators. This ensures asset managers are always informed and can make timely decisions based on the latest market developments.

02.

Automate Your Agents

03.

AI driven Insights

01.

Portfolio Monitoring

Avanzai's automated agents provide seamless portfolio monitoring by scraping news, accessing real-time data, and calculating performance metrics and technical indicators. This ensures asset managers are always informed and can make timely decisions based on the latest market developments.

02.

Automate Your Agents

03.

AI driven Insights

Make Faster, Smarter Investment Choices

Your AI agents working round the clock, delivering tailored insights for businesses straight to your inbox. Soon, these updates will also include voice agents, aligning with Avanzai's mission of automating your worries away, even while you're on the go.

Book Demo

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