Date: 5th June 2025
By: Andrea MacDonald
Avenir x Circadian: smarter operational efficiency for advisory firms
We’re excited to announce a new partnership between Avenir and Circadian, both trusted by financial advisory firms using Intelliflo Office. Together, we’re simplifying operations to deliver smarter, faster outcomes for advisers and clients.Circadian specialises in outsourced remuneration management, admin, and training, turning complex back-office tasks into efficient, reliable processes.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. Advisers can ask questions, get instant answers, and take action—whether extracting data, generating summaries, or running compliance checks.
A shared commitment to Intelliflo clients
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.
🎉 Special Offer: Free Month + Income Reconciliation Review
To celebrate, throughout June, we’re offering Intelliflo users:
✅ A free month of Avenir AI Chat, and
✅ A complimentary income reconciliation review from Circadian.
This is a great opportunity for firms to experience first-hand how Avenir x Circadian can elevate their operational capability.
In the words of our founders:
“We’re delighted to announce Circadian’s exciting new partnership with Avenir. Andrea and I have been working closely on this project for several months, and we’re 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.”
- Tim Gale, Director of Account Services of Circadian
“This partnership is a natural fit. We’ve 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’m so excited about what this means for our clients, and this is only the beginning.”
- Andrea MacDonald, Co-founder and CCO of Avenir
Stay tuned, there’s more to come from Avenir x Circadian.
For more information or to claim the offer, please contact Andrea at andrea.macdonald@joinavenir.com or Tim at Tim@circadian-rm.com