Overview

Avantos provides an AI-native operating system for financial institutions to manage the entire client lifecycle—from onboarding to servicing—by consolidating fragmented legacy software into one platform. It uses a knowledge graph to connect client data, products, service teams, and workflows, allowing AI agents to reason across relationships, orchestrate work, and execute tasks with features like AI co-pilots, automated workflow orchestration, and a SmartBuilder for onboarding events. Unlike traditional CRM and workflow tools, Avantos moves from just analyzing data to actively coordinating and completing tasks across systems through its integrated connectors and cross-functional automation. The goal is to deliver a consistent, personalized, and compliant client experience across wealth management, insurance, retirement, and banking by unifying core financial services processes.