How Avenelis Works for Advisors

A worldwide professional network for sharing portfolios and serving your own clients.

  1. Define the requirement

    Specify location and property criteria without naming the client.

  2. Find a partner portfolio

    Check availability and the last confirmation with the source agent.

  3. Agree permission

    Confirm which material can be presented, to whom and for how long.

  4. Present under your brand

    Share approved material with your client. Revoked or expired permission closes the related material.