Save time with AI agents always on for portfolio risk

Avanzai helps wealth managers manage risk by creating autonomous AI agents that leverage their data and tools to automate risk management, scenario analysis, and compliance monitoring.

Real-Time Market Insights and Risk Insights

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

Economic and Earnings
Calendar Monitoring

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.

Integrate your data & tools

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

How does it work?

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

01.

Connect Your Portfolio and Data

Begin by linking your portfolio and data sources APIs to Avanzai to construct your agent, equipped with the necessary tools and instructions. Agents are designed to access other agents to complete tasks efficiently.

02.

Automate Your Agents

03.

AI driven Insights

01.

Connect Your Portfolio and Data

Begin by linking your portfolio and data sources APIs to Avanzai to construct your agent, equipped with the necessary tools and instructions. Agents are designed to access other agents to complete tasks efficiently.

02.

Automate Your Agents

03.

AI driven Insights

01.

Connect Your Portfolio and Data

Begin by linking your portfolio and data sources APIs to Avanzai to construct your agent, equipped with the necessary tools and instructions. Agents are designed to access other agents to complete tasks efficiently.

02.

Automate Your Agents

03.

AI driven Insights

Coming Soon…

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.

Stay tuned for our public beta!

Stay tuned for our public beta!

© 2016-2023 VisionIQ - MIT License

Stay tuned for our public beta!

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