AI Agents for Financial Services
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
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.
Focus on what matters
Escape the chatbox
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.
Book a demo to see our Professional and Business level features.
Book Demo
