Meet Avii - Your Client Experience Workspace
Avii will increase transparency and collaboration, allowing you to securely transfer files and communicate directly with your advisors.
How You Will Use Avii
As a valued client of Anders, we’re always thinking of ways that we can improve your experience with us while focusing on transparency and collaboration. With this goal in mind, we’re excited to roll out our new client experience tool: Avii.
This secure, collaborative workspace will be your go-to hub for working with your Anders advisors. With Avii, you’ll be able to see exactly what documentation is needed from you and easily upload or download documents directly from the platform, anywhere, anytime. You’ll receive timely, automated reminders of needed documents and have access to real-time questions or comments from your team of advisors.
Our Client Engagement Specialists Are Here to Help
Focused on maintaining and enhancing the personalized service you receive from Anders, our three Client Engagement Specialists will work with Avii alongside your advisors to respond to your questions quickly and provide platform support. Get to know our three Client Engagement Specialists, Andi, Sue and Margie, by watching the video below.
Avii Training Materials
View step-by-step instructions on how to get set up and utilize the platform.
