UK compliance tooling
Aveni describes Assist as built for UK financial services and regulator-ready. Its Protect tab flags Consumer Duty gaps, vulnerability indicators and KYC completeness. Briefi has no UK compliance tooling.1
Advisor, head to head
Briefi vs Aveni Assist
Aveni Assist is built for UK financial services: it records the meeting, prepares the adviser, drafts suitability reports and file notes, flags Consumer Duty gaps and connects to Xplan, Intelliflo and Plannr. Briefi is built for an Australian practice’s client record: every ongoing fee, the consent window for each, signing, document requests and a client portal. If you work to UK rules or your planning system is one of Aveni’s connectors, look at Aveni. If you work to Australian fee consent rules, look at Briefi.
ReviewedLast reviewed 15 October 2026. Aveni Assist facts checked 15 October 2026
Choose Aveni Assist if
Choose Briefi if
- You run ongoing fee arrangements under Australian consent windows and want each tracked
- You want the advice fee agreement and consent signed, and filed to the household
- You want document requests and a client portal on the same record as the meetings
At a glance
Briefi Advisor and Aveni Assist, side by side
What each does today. Every line about Aveni links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Aveni Assist | |
|---|---|---|
| Meetings | ||
| Capture of in-person, hybrid and remote meetings | Briefi AdvisorYesBot on Pro and up, browser recording, and a standalone recorder for face-to-face meetings | Aveni AssistYesRecords and transcribes in-person, hybrid and remote meetings, with a mobile app for face-to-face capture1 |
| Preparing the adviser | Briefi AdvisorYesA brief generated before you meet: the service arrangement, what was recommended and what is outstanding | Aveni AssistYesDescribes preparing the adviser before the meeting1 |
| Advice paperwork | ||
| Suitability reports and file notes | Briefi AdvisorNoBriefi does not write the Statement of Advice or a suitability report. The advice and your duties stay with you. | Aveni AssistYesDrafts suitability reports and research file notes, with citations to the meeting1 |
| Ongoing fee register with consent windows | Briefi AdvisorYesEvery ongoing fee arrangement, with consent worked out as current, open, due or lapsed | Aveni AssistNot described on the page we readIts page describes UK rules, including Consumer Duty, and names no Australian consent windows1 |
| Connections | ||
| Xplan, Intelliflo and Plannr | Briefi AdvisorNoBriefi has no connection to planning software or platforms. It pushes to HubSpot and six other CRMs on Pro and up. | Aveni AssistYesLists Xplan, iO (Intelliflo) and Plannr out of the box, plus bespoke connections1 |
| Data and assurance | ||
| Where data is held | Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them. | Aveni AssistRecording in your environmentStates that the recording is stored in the firm’s own environment. Its privacy page names AWS and no region.12 |
Yes, todayPartly, or on another planNoNot stated
Different rulebooks. A row appears only where Aveni’s own pages say something we could check, so what Aveni does beyond these pages is not shown here.
Where Aveni Assist wins
When Aveni Assist is the better choice
If any of these decides it for you, Aveni is likely the better fit today.
Suitability reports and file notes
Aveni drafts suitability reports aligned to suitability and compliance requirements, and research file notes, in branded templates. Briefi does not write advice documents.1
Xplan, Intelliflo and Plannr connections
Aveni lists Xplan, iO (Intelliflo) and Plannr out of the box. Briefi has no connection to adviser planning software or platforms, and your team records each fee and policy.1
Recordings kept in the firm’s own environment
Aveni states that the recording is stored in the firm’s own environment. Briefi stores its data in Sydney, some processing uses providers overseas, and the Security page sets out how recordings are handled.1
ISO 27001 certification
Aveni states that it is ISO 27001 certified.2
Where Briefi is different
Built around the Australian advice year.
Briefi keeps the fee, the consent and the meeting on one record, so you can see where each client stands.
- Every ongoing fee, and the day its consent is dueAdvisor
A register of every ongoing fee arrangement with a reference day. Whether consent is current, open, due or lapsed is worked out each time, with a window from 60 days before to 150 days after the anniversary.
- A lapse stays a lapseAdvisor
A year that closed without consent is not quietly revived when a later consent arrives. The arrangement leads the client’s record as “stop the fees”.
- The guide, the fee agreement and the consent signedSign
Financial Services Guide, privacy statement and advice fee agreement go out in one link. Each client signs for themselves and the signed copy is filed to the household.
- Document requests, policies and a client portalAdvisor
Document requests that clients answer by upload, policies you placed with a status that carries the date somebody last confirmed it, annual review journeys, and an optional portal where clients see their fee arrangement.
Briefi does not write the Statement of Advice, and the advice and your duties stay with you. The consent windows are Australian law, so a workspace outside Australia has none. Written output is in English only.
Pricing
Pricing compared
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Aveni does not publish a price on the pages we read, so no figure is shown for it here; ask them for a quote.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Aveni Assist, asked often
Do Briefi and Aveni Assist do the same things?
They overlap on capturing the meeting and preparing the adviser. Aveni goes further into UK advice paperwork: suitability reports, file notes and Consumer Duty checks. Briefi goes further into the Australian client record: the fee register, consent windows, signing, document requests and a portal.
Does Briefi connect to Xplan or Intelliflo?
No. Briefi cannot see planning software or platforms. Your team records each fee arrangement, policy and date, and every policy status shows the date somebody last confirmed it. Aveni lists Xplan, iO (Intelliflo) and Plannr.
Does Briefi write suitability reports or the Statement of Advice?
No. Briefi does not write advice documents, and the advice and your duties stay with you. Aveni lists suitability reports and research file notes.
How does the annual fee consent work in Briefi?
Each ongoing arrangement has a reference day. Briefi works out from it, and from the consents recorded, whether consent is current, open, due or lapsed, using a window that runs from 60 days before each anniversary to 150 days after. The signed form records the consent on the arrangement. Your licensee’s own rules and your own advice on the law come first.
Where is my clients’ data stored?
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are. Aveni states that recordings are stored in the firm’s own environment and its privacy page does not name a region.
Can we run both while we switch?
Yes. Nothing in Briefi stops you keeping Aveni for existing meetings while you set up Briefi for new clients. Policies can be imported from a file; fee arrangements are not importable yet, so today you record each one on the client’s record.
Try it
Bring a household with a fee consent coming up. See its next three months.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Aveni Assist come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Aveni, Assist. https://aveni.ai/wealth/assist/ Checked 15 October 2026.
- 2Aveni, privacy and security. https://aveni.ai/privacy-security/ Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/for/financial-advisers. https://briefi.sh/for/financial-advisers
- B3briefi.sh/security. https://briefi.sh/security