Same team. Same values.
Same commitment to our clients.
We've leveraged our strong financial engineering capability and our acute understanding of the financial planning and compliance landscape to scale authentic and reliable advice with technology
Avalon Financial Planning Platform can process over 5 million Financial Needs Analysis per day
An intelligent planning platform driven by the latest Financial Artificial Intelligence (FAI™) and data science research
Avalon is a goal-based holistic financial advice platform grounded in deep financial engineering, facilitates co-planning and solves an OMNI-channel engagement
Our highly qualified legal consultants can assist with financial planning services through estate planning to business assurance and wealth structuring
Start a journey in a hyper-fast planning interface and seamlessly escalate to advanced financial lifestyle planning or estate planning
Allegiance is a registered CPD provider, providing relevant and empowering training with CPD points
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Tel: (012) 360 0040 firstname.lastname@example.org