● AVNIR FOR FINANCIAL SERVICES
Your clients don’t stay because of returns alone. They stay because they trust you. AVNIR ensures that the relationship capital your team has spent years building is mapped, monitored, and protected.
The Challenge
20–40% of AUM is at risk during advisor transitions.
Most firms manage transitions reactively, not proactively. When an advisor announces their departure, the scramble begins—but by then, relationships have already started to cool.
AVNIR Solution: Transition intelligence with relationship strength scores, so you know which clients need immediate attention and which relationships can be transferred smoothly.
Your highest-value clients arrive through referrals.
Top referral sources—attorneys, accountants, other advisors—need proactive attention. But most firms have no systematic way to monitor the health of these critical relationships.
AVNIR Solution: Complete mapping and monitoring of your referral network health, with alerts when key relationships need attention.
$84 trillion transferring over the next two decades.
Advisors who retain wealth have relationships with the next generation. Those who don’t watch assets walk out the door when the original client passes.
AVNIR Solution: Multi-generational relationship intelligence that maps connections to children, grandchildren, and other inheritors—so you can build relationships before the transfer happens.
The regulated environment requires careful governance.
Financial services firms need relationship visibility across teams—but this must be achieved without violating privacy regulations or creating compliance risks.
AVNIR Solution: Permissioned architecture designed for this complexity. Granular controls ensure the right people see the right information—nothing more, nothing less.
The Plan
01
AVNIR analyzes communication patterns, calendar data, and connection signals to build a comprehensive map of every client relationship across your firm. Most firms have their complete relationship architecture within 72 hours.
02
Real-time relationship health scores alert you when connections are cooling—whether it’s a top client, a key referral source, or a multi-generational relationship that needs attention. Act before small issues become big problems.
03
When an advisor departs, you have complete transition intelligence: which relationships are strongest, which clients need immediate outreach, and which team members are best positioned to take over each relationship.
Built for Financial Services
Real-time scores for every client relationship, with proactive alerts when engagement patterns change. Know which relationships need attention before they become at-risk accounts.
Complete relationship mapping for departing advisors, including strength scores, communication history, and recommended handoff strategies. Turn transitions into managed processes instead of crises.
Track relationships with attorneys, accountants, and other referral sources. Monitor network health and receive alerts when key connections need attention.
Map connections to children, grandchildren, and other wealth inheritors. Build relationships with the next generation before the wealth transfer occurs.
Granular permissioning ensures the right people see the right information. Built for the regulated financial services environment with audit trails and governance controls.
Track relationships across your entire partner ecosystem—custodians, product providers, and strategic partners. Understand the full relationship architecture of your firm.
The Transformation
“We lost a senior advisor and nearly $40M in AUM walked out the door. After implementing AVNIR, our next transition was completely different. We knew exactly which relationships needed immediate attention, which clients had connections to other advisors, and how to structure the handoffs. We retained 94% of the book.”
$2.5B RIA
FAQ
AVNIR was built with financial services compliance in mind from day one. Our permissioned architecture ensures granular control over who can see what information. All data access is logged for audit purposes, and our SOC2 compliance provides additional assurance. We work with your compliance team during implementation to ensure the platform meets your specific regulatory requirements.
Yes. AVNIR integrates with Salesforce, Microsoft Dynamics, and other leading financial services CRMs. We also connect with email systems (Gmail, Outlook), calendar platforms, and other tools your advisors already use. The integration is designed to enhance your existing workflow, not replace it.
Absolutely. AVNIR is designed to work across the full spectrum of financial services firms. Whether you’re a $500M RIA or a multi-billion dollar wirehouse, the core challenges are the same: protecting relationship capital, managing transitions, and building multi-generational connections. Our platform scales to meet your specific needs and regulatory environment.
Most firms have their initial relationship map within 72 hours of data connection. Full implementation, including compliance review, advisor training, and workflow integration, typically takes 2–4 weeks. Our white-glove onboarding team guides you through every step.
You own your data. If you decide to leave AVNIR, we provide a complete export of all relationship data in standard formats. Our commitment is to make you successful—not to lock you in.
Limited Availability
Join the financial services firms already using AVNIR to protect their relationship capital. Early access partners receive white-glove onboarding, founding member pricing, and direct access to our product team.
Screening call scheduled within 24 hours. We respond to every submission personally.
