AI Workflow Consulting for Financial Advisory Firms
AMG helps independent RIAs and advisory firms in the DC Metro area automate the client letters, meeting prep, and onboarding documentation that consumes advisor time. More time with clients. Less time at a keyboard.
Where advisory firms see results
Quarterly and annual client letters drafted from notes, performance data, and market context. The advisor refines the message and approves. They stop writing from a blank page every cycle and start with something that is 80 percent done.
Pre-meeting briefs pulled from prior meeting notes, client records, and outstanding action items. The advisor walks into every client conversation prepared, without spending an hour reviewing files beforehand.
Welcome letters, discovery questionnaire summaries, financial plan outlines, and onboarding documentation drafted automatically as part of the intake process. The advisor focuses on the relationship, not the paperwork.
Meeting notes, disclosure summaries, suitability documentation, and policy drafts built from structured templates and reviewed by the advisor. Reduces the time compliance tasks take without reducing rigor.
Responses to common client questions, RMD reminders, beneficiary review prompts, and other recurring communications drafted and ready to send. The same thoughtful communication, with a fraction of the manual effort.
Post-meeting summaries with action items, next steps, and follow-up commitments drafted immediately after the call while everything is fresh. Keeps the client informed and the advisor accountable without requiring a separate writing session.
Is this right for your firm?
Good fit
Independent RIA or fee-only advisory firm
3 to 20 staff in the DC Metro area
Client letters, meeting notes, and onboarding handled in Word and email
Already on Microsoft 365
Advisors spending meaningful time on writing rather than client relationships
Not the right fit
Part of a broker-dealer with a locked-down, firm-mandated tech stack
Using an all-in-one CRM platform that handles all client communication end-to-end
Compliance team that restricts AI use categorically with no path to policy approval
Get started
AMG works with a small number of firms at a time. If you are an independent advisory firm with up to 20 staff in the DC Metro area, reach out and we will be in touch within one business day.