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
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.
Pricing Plans
Free
$0
p/month
20 credits
Access to all default agents
Research Assistant
Hobbyist
$39
p/month
With all free features, in addition to:
200 credits
Workflow Automation (max 2)
Polygon API Access
Python SDK
Upgrade Now
Business
Let's talk!
With all hobbyist features, in addition to:
Snowflake Integration
Financial Data ETL Agents
More coming soon
Book Demo