---
description: Review of Aveni Assist Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Aveni Assist | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Virtual Assistant Platforms](/directory/4488/virtual-assistant/software) > [Aveni Assist](/software/525113/Aveni-Assist)

# Aveni Assist

Canonical: https://www.softwareadvice.ie/software/525113/Aveni-Assist

> Aveni Assist is designed for financial advisers and advice firms who want to spend less time on administration and more time with clients. It’s especially suited for professionals balancing a growing client base with the increasing demands of compliance, record-keeping, and regulatory reporting.

An ideal user is an adviser who prepares for multiple client meetings each week, manages detailed fact finds, and needs to document conversations accurately for compliance. Aveni Assist supports them from the first preparation step to the final compliance check, all in one system.

The platform captures client meetings in real time, transcribes the conversation with high accuracy, and identifies speakers automatically. Both hard facts (such as investment preferences) and soft facts (like personal goals) are recorded and stored. After the meeting, Aveni Assist produces a complete, structured summary that can be customised and pushed to CRM records.

Compliance is built in. Aveni Protect runs pre-execution checks, applies a red amber green rating to documents, and flags any risks before they reach QA review. All information is stored in a secure, searchable audit trail to support Consumer Duty and other regulatory obligations.

Aveni Assist integrates with widely used CRMs and communication tools, including Intelliflo Office, Xplan, MS Teams, Zoom, Webex, and Genesys. This means advisers can keep their existing workflows while automating the time-consuming parts.

Security is a priority. Data is encrypted, access is role-based, and the system’s proprietary FinLLM language model is trained on industry-specific data to improve accuracy and maintain confidentiality.

Unique benefits for the user include:

- Preparing for meetings faster with briefing notes and a clear dashboard view of all upcoming client interactions.

- Capturing every detail of a client conversation without relying on manual notes.

- Producing consistent, accurate summaries and suitability reports that meet firm and regulatory standards.

- Reducing the time spent on compliance while increasing confidence in meeting obligations.

- Using existing communication and CRM systems without having to switch platforms.

Aveni Assist is supported by a UK-based team experienced in both financial services and software implementation. Onboarding is straightforward, with training and support available to help advisers and compliance teams get the most from the system.

For smaller firms, it means gaining the capabilities of a larger operation without increasing headcount. For enterprise advice businesses, it delivers consistent processes, improved data quality, and scalable compliance oversight. In both cases, advisers can focus on building stronger client relationships while Aveni Assist handles the detail.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Aveni

## Commercial Context

- **Pricing model**: Per User
- **Pricing Details**: Aveni’s commercial model combines both usage-based and license-based pricing. Aveni Assist operates on a license-based model.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Ireland, United Kingdom

## Features

- AI/Machine Learning
- Activity Dashboard
- Audio Capture
- Automatic Transcription
- Business Process Automation
- CRM
- Call Monitoring
- Call Recording
- Compliance Management
- Conversation Intelligence
- Data Import/Export
- Document Management
- Document Review
- Monitoring
- Natural Language Processing
- Personalisation
- Real-Time Data
- Reporting/Analytics
- SSL Security
- Secure Data Storage

## Integrations (3 total)

- Google Meet
- Microsoft Teams
- Zoom Events and Webinars

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Virtual Assistant Platforms](https://www.softwareadvice.ie/directory/4488/virtual-assistant/software)

## Related Categories

- [Virtual Assistant Platforms](https://www.softwareadvice.ie/directory/4488/virtual-assistant/software)
- [Speech Recognition Software](https://www.softwareadvice.ie/directory/4139/speech-recognition/software)

## Alternatives

1. [Talkatoo](https://www.softwareadvice.ie/software/242315/talkatoo) — 4.7/5 (221 reviews)
2. [Transkriptor](https://www.softwareadvice.ie/software/353670/transkriptor) — 4.7/5 (551 reviews)
3. [Dragon Professional Individual](https://www.softwareadvice.ie/software/352348/dragon-professional-individual) — 4.0/5 (240 reviews)
4. [Mosaicx](https://www.softwareadvice.ie/software/367101/mosaicx) — 3.8/5 (5 reviews)
5. [Sunoh](https://www.softwareadvice.ie/software/435191/sunoh) — 4.1/5 (36 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/525113/Aveni-Assist)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/525113-Aveni-Assist/> |
| en-AU | <https://www.softwareadvice.com.au/software/525113/Aveni-Assist> |
| en-GB | <https://www.softwareadvice.co.uk/software/525113/Aveni-Assist> |
| en-IE | <https://www.softwareadvice.ie/software/525113/Aveni-Assist> |
| en-NZ | <https://www.softwareadvice.co.nz/software/525113/Aveni-Assist> |

-----

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