{"id":119,"date":"2025-06-03T15:58:25","date_gmt":"2025-06-03T14:58:25","guid":{"rendered":"https:\/\/circadian-rm.com\/blog\/?p=119"},"modified":"2026-03-13T15:22:51","modified_gmt":"2026-03-13T15:22:51","slug":"circadian-agree-avenir-partnership","status":"publish","type":"post","link":"https:\/\/circadian-rm.com\/blog\/circadian-agree-avenir-partnership\/","title":{"rendered":"Circadian agree Avenir partnership"},"content":{"rendered":"\n<p><strong>Avenir x Circadian: smarter operational efficiency for advisory firms<\/strong><\/p>\n\n\n\n<p>We\u2019re excited to announce a new partnership with AI-powered assistant Avenir. A company trusted &amp; utilised by financial advisory firms using intelliflo Office. Together, Circadian &amp; Avenir are simplifying operations to deliver smarter, faster outcomes for advisers and clients.<\/p>\n\n\n\n<p>Avenir is an AI-powered assistant that connects with CRMs like intelliflo and systems such as SharePoint and OneDrive, providing real-time client data through a simple chat interface. <\/p>\n\n\n\n<p>Advisers can ask questions, get instant answers, and take action\u2014whether extracting data, generating summaries, or running compliance checks.<\/p>\n\n\n\n<p><strong>A shared commitment to intelliflo clients<\/strong><br>Both Avenir and Circadian already work with a number of intelliflo clients. This partnership deepens our shared commitment to supporting those firms and expands the value we can offer both existing and prospective clients.<\/p>\n\n\n\n<p>\ud83c\udf89<strong> Special Offer: Free Month + Income Reconciliation Review<\/strong><br>&nbsp;To celebrate, throughout June, we\u2019re offering Intelliflo users:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A free month of Avenir AI Chat, and<\/li>\n\n\n\n<li>A complimentary income reconciliation review from Circadian.<\/li>\n<\/ul>\n\n\n\n<p>This is a great opportunity for firms to experience first-hand how Avenir x Circadian can elevate their operational capability.<\/p>\n\n\n\n<p>\u201cThis partnership is a natural fit. We\u2019ve both seen first-hand how much time advisory firms spend juggling systems and chasing data. Avenir and Circadian together offer a simpler, smarter solution. I\u2019m so excited about what this means for our clients, and this is only the beginning.\u201d<br><strong>\u00a0&#8211; Andrea MacDonald, Co-founder and CCO of Avenir<\/strong><\/p>\n\n\n\n<p>\u201cWe\u2019re delighted to announce Circadian\u2019s exciting new partnership with Avenir. Andrea and I have been working closely on this project for several months, and we\u2019re really looking forward to seeing the benefits it will bring. Both Circadian and Avenir already work with a number of intelliflo clients, and we believe this collaboration will add real value to those existing relationships. We also have some exciting developments on the horizon for prospective clients. This partnership marks another important step in growing the Circadian brand alongside a truly forward-thinking business.\u201d<br><strong>\u00a0\u2014 Tim Gale, Director of Circadian<\/strong><\/p>\n\n\n\n<p>Stay tuned, there\u2019s more to come from Avenir x Circadian.<\/p>\n\n\n\n<p>For more information or to claim the offer, please contact Andrea at <a href=\"mailto:andrea.macdonald@joinavenir.com\">andrea.macdonald@joinavenir.com<\/a> or Tim at Tim@Circadian-Rm.Com<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re excited to announce a new partnership with AI-powered assistant Avenir. A company trusted &#038; utilised by financial advisory firms using intelliflo Office.<\/p>\n","protected":false},"author":2,"featured_media":128,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-119","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-press"],"acf":[],"_links":{"self":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/119","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/comments?post=119"}],"version-history":[{"count":3,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/119\/revisions"}],"predecessor-version":[{"id":125,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/119\/revisions\/125"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/media\/128"}],"wp:attachment":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/media?parent=119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/categories?post=119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/tags?post=119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}