What is Avanzai
Avanzai is a cutting-edge platform that leverages AI agents to automate investment workflows for asset managers. By integrating with your data and tools, Avanzai's AI agents streamline tasks such as report generation, risk alerts, scenario analysis, and providing real-time insights to accelerate decision-making in the finance sector.
Features of Avanzai
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AI Portfolio Analysis: Build AI agents to scrape news, SEC filings, and economic releases, offering real-time insights and risk alerts tailored to your investment strategies.
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Automated Risk Management: Create AI agents to monitor and manage portfolio risk and exposure, ensuring compliance with regulations and market stability.
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Financial Data Integration: Seamlessly connect your SQL databases, S3 buckets, or financial data APIs to enhance AI capabilities and improve decision-making.
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Customizable Agents: Choose from a variety of pre-built agents or create your own in the Playground to tailor AI solutions to specific needs.
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Workflow Automation: Once configured, deploy agents to handle tasks automatically on a predefined schedule, ensuring efficiency and accuracy.
How to use Avanzai
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Sign Up and Access: Create an account on Avanzai and access the platform.
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Configure Your Agents: Select or create AI agents that align with your financial data and decision-making needs.
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Integrate Data Sources: Connect your financial data sources to the agents for enhanced analysis and insights.
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Deploy Agents: Set up the agents to run tasks automatically or on demand.
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Monitor and Adjust: Regularly review the outputs and adjust agent settings as necessary to optimize performance.
Pricing of Avanzai
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Free Plan: $0 per month, includes 20 credits and access to all default agents.
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Professional Plan: $39 per month, includes all free features plus 200 credits, workflow automation, Polygon API access, and Python SDK.
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Business Plan: Custom pricing, includes all professional features plus Snowflake integration and financial data ETL agents.
Useful tips for using Avanzai
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Start with the Free Plan: Begin with the free plan to understand the platform's capabilities before upgrading.
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Leverage Pre-built Agents: Utilize the pre-built agents to quickly get started and automate basic tasks.
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Regularly Update Data Sources: Ensure your data sources are regularly updated to maintain the accuracy of AI-driven insights.
Frequently asked questions about Avanzai
What types of financial data can be integrated with Avanzai?
Avanzai can integrate various types of financial data, including SQL databases, S3 buckets, and financial data APIs, enhancing the capabilities of your AI agents.
How does Avanzai ensure data security?
Avanzai employs robust security measures to protect your financial data, including encryption and secure data handling practices, ensuring compliance with financial regulations.
Can I customize the AI agents to fit my specific needs?
Yes, Avanzai allows you to customize AI agents in the Playground, enabling you to tailor solutions to your specific investment and risk management needs.