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avanzai

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Pricing

AI Powered Investment Operations

Avanzai empowers asset managers with intelligent automation — streamlining operations, enhancing decision-making, and transforming data into actionable strategies.

AI Powered Reports

Leverage AI agents to gather real-time market intelligence and generate personalized risk alerts, allowing risk managers to incorporate their expertise for more accurate portfolio assessments.

Automated Portfolio Management

Avanzai empowers financial services firms to streamline portfolio management and asset allocation. They automate risk monitoring and exposure adjustments, keeping portfolios optimized and compliant with minimal oversight.

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.

Accelerate your decision making

Bring Your Data

Upload PDFs, connect to your preferred APIs or SQL databases, and quickly let our AI agents combine your unstructured and structured data to generate reports, slides, spreadsheets and more.

Deploy and Automate Workflows

Once you've configured your workflows, 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.


Focus on what matters

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.

Portfolio Rebalancing

03.

Integrate with Infrastructure

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.

Portfolio Rebalancing

03.

Integrate with Infrastructure

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.

Portfolio Rebalancing

03.

Integrate with Infrastructure

Purchase credits to power your agents

Standard

Per seat

7 day trial

Report Generator

Upload PDFs, URL, CSV

Up to 10 automated workflows

Advanced agents

(i.e factor exposure,

scenario analysis, etc)

3rd Party Integrations

Book Demo

Enterprise

Custom

All standard features, in addition

to:

Bulk credit discount

SQL Integration

Snowflake & Databricks

Integration

Python SDK

Private Cloud

Book Demo

FAQ

Is Avanzai for retail investors?

Why would I use Avanzai?

Why use AI agents if I have software that does this?

Is Avanzai for retail investors?

Why would I use Avanzai?

Why use AI agents if I have software that does this?

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