Ameliorate replaces the 5 tools advisory firms stitch together with a single AI-powered platform. Manage clients, deliverables, meetings, and market intelligence from one place.
Spreadsheets for pipeline. Notion for deliverables. Google Calendar for meetings. Slack for comms. A CRM that nobody updates. The tools built for advisory work don't exist yet, so firms cobble together generic ones. Ameliorate changes that.
Not another CRM. Not another project tool. A workbench designed around engagements.
Track every active engagement: status, timeline, value, deliverables, and health score. Know which clients need attention before they tell you.
Automated competitive analysis and industry monitoring for each client's domain. Walk into every meeting already briefed.
From proposal to final report, track every output with deadlines, progress, and client visibility. No more "where's that document?" emails.
Revenue by engagement, utilization rates, pipeline forecasting. The numbers that matter for a growing advisory practice, auto-generated.
Built-in knowledge base and training modules to onboard associates and maintain methodology consistency across the firm.
Not retrofitted CRMs. Not generic project tools. A workbench that understands engagements, deliverables, and the rhythm of client work.