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Custom Onboarding: A single intelligent flow for your clients and your team. Create dynamic onboarding journeys that adapt to each client, accelerate data entry, and keep everyone in sync.
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Client Lens: A real-time pulse on client health that helps you spot upsell moments, surface risk insights, and guide every conversation to the next best step, so you can deepen trust and grow revenue.
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Servicing Journeys: Every client request in good order, every time. Our growing library of compliant, agentic workflows connects directly to your core systems to streamline your team’s operations.
Product Description
About this Product
AI powered onboarding & servicing platform enabling seamless client journeys:
- Dynamic orchestration & AI supported workflows
- Extensible data & integrations at scale
- AI-first intuitive user interface with seamless integrations
About Avantos Inc.
Founded in 2024 by Rabih Ramadi and Bassam Chaptini, Avantos is a NYC-based firm building a next-generation platform to transform how financial institutions manage clients from onboarding through servicing - expanding product access while driving loyalty, trust, and growth. Powered by a knowledge-graph architecture, Avantos delivers AI-driven orchestration, integration, and user experiences with enterprise-grade security and compliance. Its mission is to shift financial services from product-centric to customer-centric, enabling seamless journeys that boost productivity, unlock cross-selling, improve efficiencies, and reduce risk. Backed by VC firms, Avantos has been in stealth with a major Wealth Manager since early 2024. With a 40-person R&D team, the platform offers extensible data, pre-built flows, context-aware UI, AI automation, workflow builders, and deep ecosystem integrations.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.