Video coming soon
Placeholder — coming soonClaim your licence
Register yourself against the licence your firm already holds and sign in for the first time.
Watch next: Product overview
Learn
Watch what you need, when you need it
Videos are organised around tasks rather than file types. Each one recommends the next one to watch. Not sure where to start? Begin with Getting started.
Getting started
From licence to your first recorded meeting.
Video in production
Available nowProduct overview
The product tour — Assist end to end, the base adviser-facing demo asset for the network.
Watch next: Link your calendar
Available now
Link your calendar
Connect your calendar so meetings are waiting for you in Assist.
Watch next: Adding the Notetaker manually
During your meeting
What to say, and how to record well.
Video coming soon
Placeholder — coming soonRecording best practice
Record the whole meeting, start at the beginning, and run the conversation exactly as you normally would.
Watch next: Introducing Assist to clients
Video in production
Introducing Assist to clients
The one-line introduction, and why a short matter-of-fact mention beats an explanation.
Watch next: Finding, reviewing and sharing meeting summaries
Available now
Adding the Notetaker manually
Adding or removing the Notetaker without a calendar invite, and choosing the right meeting type.
Watch next: Recording in-person meetings
Available now
Recording in-person meetings
Using the Aveni Meeting Assistant mobile app to record face-to-face client meetings.
Watch next: Introducing Assist to clients
After your meeting
Turning the recording into something you use.
Available now
Finding, reviewing and sharing meeting summaries
Where your summary appears after a meeting, how to review it against what was said, and how to share it.
Watch next: Editing outputs
Video in production
Available nowEditing outputs
Working with and editing Assist output before it goes anywhere — the adviser stays in control.
Watch next: Reviewing results
Video in production
Reviewing results
Output speed and what to check, covered in the short chapters re-cut from the product tour.
Watch next: Tips & workflow shortcuts
Available now
Updating your CRM (Xplan or IO)
Reviewing hard facts, pushing them to your CRM and attaching the meeting summary document.
Watch next: Navigation & additional functionality
Available now
Navigation & additional functionality
Moving around the main screen, client search and profiles, pre-meeting briefs, and uploading recordings.
Watch next: Tips & workflow shortcuts
Getting more value
Habits and workflows for advisers already recording.
Video coming soon
Placeholder — coming soonTips & workflow shortcuts
Small moves that turn a recorded meeting into time back: same-day review, follow-up emails from the summary.
Watch next: Advanced workflows
Video coming soon
Placeholder — coming soonAdvanced workflows
Interactive in-product walkthroughs for the parts of Assist you've skipped.
Adviser stories
People trust people. The stories playing below are examples from other Aveni clients, shown here to illustrate the format — they will be replaced with Quilter adviser and paraplanner testimonials as those are recorded. The remaining champion and peer content is still being created with Quilter and shown as placeholders.
Adviser testimonial
A working adviser on how Assist fits into their day-to-day client work.
Advanta: paraplanners using Aveni day to day
A paraplanner manager at Advanta on how their paraplanning team uses Aveni in their day-to-day work.
Adviser Spotlight (Coming Soon)
Placeholder — coming soonShort interviews with advisers who have embedded Assist into every meeting. Champions are still being identified with Quilter.
How I Use Assist (Placeholder)
Placeholder — coming soonA real working routine rather than a demo — where Assist sits in an adviser's actual week. Not yet recorded.
Regional Champions (Placeholder)
Placeholder — coming soonRegional success stories and internal AI ambassadors. Identifying the highest-adoption firms and champions is an open programme action.
Five Things I've Learned (Placeholder)
Placeholder — coming soonShort peer-written lessons from advisers past their first month with Assist. No content produced yet.
Day in the Life (Placeholder)
Placeholder — coming soon“Day in the life” content is named in the champion plan alongside written case studies and peer interviews.
Peer Podcast: Paraplanner + Adviser (Future Content)
Placeholder — coming soonA proposed podcast pairing a paraplanner and an adviser who have both adopted well, addressing the paraplanning job-replacement concern head-on.
Aveni AI Academy
A dedicated space for advisers who want to understand AI itself, not just Assist. The Academy breaks down what AI means in regulated environments — from the fundamentals to how it is being used across financial services today. A few modules to start with:
- BeginnerModule 1: Understanding AIWhat AI really means, what it can and can't do, and why it matters in regulated work.
- BeginnerModule 2: How AI learns and makes decisionsHow models are trained and how they arrive at the output you see.
- BeginnerModule 3: AI in the real worldApplications and impact — where AI is already changing day-to-day work.
- IntermediateModule 1: AI fundamentals for financial servicesOnboarding, fraud, support and credit — plus where human oversight matters most.