Layer 1 · 4 channels
Channels & Experience
- Investor AppSelf-directed investing
- Advisor WorkstationAdvice & proposals
- Robo-AdvisoryAutomated portfolios
- Partner APIsEmbedded investing
Wealth
Personal Wealth.
Wiser
A digital wealth platform enables clients to offer investments, advice and portfolio management at scale.
Product Overview
Avante powers modern wealth management: onboarding, advice, portfolios, orders and reporting on one platform.
A digital wealth platform for investments, advice and portfolio management. Offer robo and human advice, rebalance model portfolios automatically and report live.
- Portfolio ManagementModels & rebalancing
- Order ManagementMulti-asset orders
- Suitability & ProfilingInvestor risk profiles
- Performance ReportingReturns & statements
- Robo & Human AdviceAutomated & advisor-led
- Goal-Based PlanningInvest for life goals
Another view of the same product
Channels & Experience:4 channels
Wealth Engine:4 modules
Data, Reporting & Integration:8 services
Security & Governance:6 controls
Wealth Integrations:9 connections
Layer 3 · 8 services
Data, Reporting & Integration
- Open APIsREST & events
- Core Ledger SyncReal-time postings
- Data Lake & AnalyticsUnified data platform
- DashboardsKPIs & insights
- Alerts & NotificationsOmni-channel
- Audit TrailsImmutable logs
- Regulatory ReportingCentral bank ready
- Host-to-HostLegacy integration
Layer 2 · 4 modules
Wealth Engine
- Portfolio ManagementModels & rebalancing
- Order ManagementMulti-asset orders
- Suitability & ProfilingInvestor risk profiles
- Performance ReportingReturns & statements
Across every layer · 6 controls
Security & Governance
- Access ControlRole-based & SSO
- Maker-CheckerDual authorization
- EncryptionAt rest & in transit
- Compliance ControlsAML & KYC checks
- ObservabilityMonitoring & SLAs
- Flexible DeploymentCloud or on-premise
Integrations · 9 connections
Wealth Integrations
Core Banking
Market Data Feeds
Custodians
Brokers & Exchanges
Fund Platforms
Identity Verification & KYC
Risk & Compliance
CRM
Data Warehouse
Avante Value Proposition
Choose your institution to see the use cases that matter most to you.
Private Banking Advisory
Tools for advisors serving wealthy clients.
Value for you
- Proposals prepared in minutes
- More clients per advisor
Up to0
Mass-Affluent Digital Investing
Investing inside the mobile banking app.
Value for you
- New investment revenue
- Deeper customer relationships
Up to0
Portfolio Rebalancing at Scale
Rebalance thousands of portfolios at once.
Value for you
- Portfolios kept on target
- Less manual trading work
Up to0
Member Investment Plans
Simple investment plans for members.
Value for you
- New ways for members to grow savings
- Fee income for the credit union
Up to0
Goal-Based Planning
Save and invest for life goals.
Value for you
- Members stay on track
- Longer relationships
Up to0
Advisor-Light Investing
Model portfolios without a big advisory team.
Value for you
- Professional portfolios at low cost
- Consistent advice
Up to0
Micro-Investing & Round-Ups
Invest spare change automatically.
Value for you
- New investors from small amounts
- Daily engagement with the app
Up to0
Fractional Shares & Funds
Buy small slices of shares and funds.
Value for you
- Investing for every budget
- Higher trade volumes
Up to0
Robo-Advisor Portfolios
Automated portfolios matched to risk.
Value for you
- Advice at scale for everyone
- Low cost to serve
Up to0
Investment-Linked Savings
Savings plans with market-linked returns.
Value for you
- New funding for the NBFC
- More loyal customers
Up to0
Loans Against Securities
Lend against investment portfolios.
Value for you
- Liquidity without selling investments
- Secured lending income
Up to0
Distributor & Agent Platform
Tools for investment distributors.
Value for you
- Wider distribution reach
- Commissions tracked automatically
Up to0
Wealth-as-a-Service APIs
Add investing to any app.
Value for you
- Investing live in weeks
- Custody handled by regulated partners
Up to0
Digital Onboarding & Suitability
Profile investors digitally.
Value for you
- Compliant onboarding in minutes
- Better-matched products
Up to0
Thematic Investing
Themes and portfolios investors love.
Value for you
- Higher engagement
- New fee income
Up to0
Employee Investment Plans
Share and savings plans for staff.
Value for you
- Engaged, loyal employees
- Plans run automatically
Up to0
Rewards into Investments
Turn customer rewards into investments.
Value for you
- A standout loyalty proposition
- Longer customer relationships
Up to0
Surplus Cash Investing
Invest surplus business cash.
Value for you
- Better returns on idle cash
- Clear view of investments
Up to0
Unit-Linked Insurance Plans
Insurance with investment portfolios.
Value for you
- Portfolios managed automatically
- Clear statements for policyholders
Up to0
Pension & Retirement Plans
Long-term retirement savings.
Value for you
- Retirement goals tracked
- Stable, long-term assets
Up to0
Advisor Tools for Agents
Investment proposals for insurance agents.
Value for you
- More compelling proposals
- Faster policy sales
Up to0
The Avante Advantage
01
Multi-Asset Coverage
Equities, funds, bonds and more.
02
Robo & Human Advice
Automated and advisor-led models.
03
Model Portfolios
Rebalanced automatically.
04
Suitability Built In
Risk profiling at every step.
05
Real-Time Performance
Returns and holdings, live.
06
Advisor Workstation
Proposals, CRM and insights.
07
Goal-Based Planning
Invest for life goals.
08
Open Wealth APIs
Embed investing anywhere.
09
Compliant by Design
Audit trails and disclosures.
10
Low Cost to Serve
Wealth services for every client.