Avanzai

What is Avanzai?

Avanzai is an AI platform designed to automate investment workflows, empowering asset managers by automating key tasks with AI agents. These agents streamline report generation, risk alerts, scenario analysis, and provide real-time insights for investors through the scraping of news, SEC filings, and economic releases. Additionally, risk managers can use AI agents to automate portfolio risk monitoring and exposure, ensuring portfolios remain balanced and compliant with regulations. Avanzai also allows for financial data integration, enabling users to connect databases, S3 buckets, or financial data APIs to enhance agents and make better decisions. Users can create and customize agents, deploy them to automate tasks on a schedule, generate reports, and access outputs for actionable insights and streamlined decision-making. Avanzai's mission is to automate worries away by providing tailored insights delivered by AI agents, with upcoming voice agent capabilities as well.

Who created Avanzai?

Avanzai was created by a team of AI enthusiasts dedicated to revolutionizing financial data analysis. The company's focus is on empowering asset managers through automation with AI agents, allowing for streamlined report generation, risk alerts, scenario analysis, and insights to facilitate faster decision-making. Avanzai offers users the ability to build AI agents for real-time insights, risk management, portfolio monitoring, and data integration, ultimately enhancing the decision-making process for investors. The platform provides various pricing plans with different features tailored to meet the needs of different users.

What is Avanzai used for?

• Automate Investment Workflows with AI
• AI Portfolio Analysis
• Automated Risk Management
• Financial Data Integration
• Create and Customize Agents
• Deploy and Automate Workflows
• Generate Reports and Access Outputs
• Make Faster, Smarter Investment Choices

Who is Avanzai for?

• Asset managers
• Risk managers
• Financial Analysts
• Investors

How to use Avanzai?

To use Avanzai effectively, follow these steps:

1. Automate Investment Workflows with AI: Utilize AI agents to automate report generation, risk alerts, scenario analysis, and insights for faster decision-making.

2. AI Portfolio Analysis: Develop AI agents to scrape news and data sources, providing real-time insights and risk alerts customized to reflect your market views.

3. Automated Risk Management: Create AI agents to automate portfolio risk monitoring and ensure compliance with regulations based on economic events or earnings releases.

4. Financial Data Integration: Connect your financial data sources like SQL databases or APIs to enhance AI agents and make informed decisions through scenario analysis.

5. Create and Customize Agents: Choose from a variety of pre-built agents or build your own in the Playground to tailor AI solutions based on your specific requirements.

6. Deploy and Automate Workflows: Once configured, deploy agents to handle tasks automatically as per predefined schedules, saving time and ensuring consistency.

7. Generate Reports and Access Outputs: Generate detailed reports or retrieve outputs through the SDK for actionable insights and streamlined decision-making.

8. Make Faster, Smarter Investment Choices: Benefit from AI agents continuously delivering tailored insights to your inbox, enabling informed decisions round the clock.

9. Pricing Plans: Avanzai offers different plans like Free, Professional, and Business with varying features like workflow automation and ETL agents for financial data.

By following these steps, users can harness the power of Avanzai's AI capabilities to automate investment workflows, enhance risk management, and make faster, data-driven decisions in the financial sector.