AvanazAI

What is AvanazAI

AvanazAI is a platform designed to help wealth managers automate risk management by creating AI agents that leverage their data and tools. These agents provide real-time market and risk insights, automate portfolio monitoring, and ensure compliance with regulations by scraping news, SEC filings, and other economic data. Users can integrate their existing data sources to improve scenario analysis and decision-making. The platform aims to deliver tailored, automated insights directly to users’ inboxes, enhancing efficiency and oversight.

Key Features of AvanazAI

- Real-Time Market Insights: Build AI agents to scrape news, SEC filings, and economic releases, providing wealth managers with up-to-the-minute insights and risk alerts.

- Automated Portfolio Risk Management: Create autonomous AI agents that automate risk management, scenario analysis, and compliance monitoring, saving wealth managers time.

- Customizable Risk Criteria: Risk managers can add their market biases, ensuring risk criteria align with their specific views and strategies.

- Economic and Earnings Calendar Monitoring: Automate portfolio risk and exposure monitoring triggered by economic events or earnings releases, ensuring regulatory compliance without constant oversight.

- Data Integration: Connect your SQL databases, S3 buckets, or financial data APIs to enhance AI agents' capabilities for scenario analysis and decision-making.

- Easy Setup Process: Start by linking your portfolio and data sources to Avanzai, constructing agents with the necessary tools and instructions.

- Continuous Operation: AI agents work round the clock, delivering tailored insights directly to your inbox and soon integrating voice agents for on-the-go updates.

- Beta Access: Users can join the waitlist to stay updated on the upcoming public beta release.