Automated Investment Operations
Avanzai empowers investment managers with smart automation -- integrating data, triggering actions, and creating custom outputs.
Event Driven Workflows
Leverage event-driven workflows to automate processes and respond instantly to market changes or data updates. This approach allows investment managers to incorporate expertise into automated systems, ensuring timely execution and dynamic portfolio management.
Break Out of The Chatbox
Turn emails and Slack messages into automation triggers, launching workflows from your daily communications. Receive insights as an AI assistant, report, or spreadsheet—tailored to your preferred format and workflow needs.
Connect Your Data
Upload CSVs, PDFs, link Google Sheets, or integrate with Snowflake and SQL databases. Leverage this diverse information to power scenario analysis and drive smarter decision-making.
Run AI workflows involving your data and tools
Load a workflow template
Our no-code workflow templates let you choose from options such as risk scenario analysis or custom factor risk model creation, all with multiple AI agents pre-loaded for you to use.
Modular AI Workflows
After selecting a workflow, customize inputs, outputs, and AI agent behavior to match your needs. This modular approach lets you fine-tune each component, aligning the workflow with your investment process and decision-making requirements.
AI-Enabled Automation
Deploy customized workflows to automate routine tasks, freeing time for strategy. AI agents analyze and generate insights, with human oversight for critical decisions, ensuring efficient yet controlled operations.
Designate triggers and actions for your AI workflows
Avanzai agents are meant to provide and work on a deliverable: a PDF report, a slide, a spreadsheet. This can either be via our UX or soon via our API.
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