Aveni Assist – Paraplanner

Tailored specifically for their role, this cost-effective licence offers features like calendar access, meeting transcription review, and seamless intelliflo office integration, all while ensuring compliance with individual logins and role-specific access. By removing shared credentials and optimising administrative workflows, the Paraplanner Licence keeps advisers focused on their clients, not paperwork.

Achieve new levels of automation with Aveni Assist Paraplanner:

• Increased Efficiency: Paraplanners gain access to a structured set of tools for managing and processing adviser workflows, speeding up administrative tasks.
• Cost-Effective Solution: Reduced licence fees increase firm margins while still providing paraplanners with essential features.
• Enhanced Security: Role-specific licenses and, individual logins for paraplanners improve security and compliance, eliminating the need for shared credentials.
• Seamless Workflow: Features like connecting to multiple adviser calendars and using meeting assistants streamline the paraplanner’s role, minimising manual work.