The AI Operating System for Wealth Management

Your firm’s AI-powered wealth platform.

Start with meeting intelligence, live meeting assistance, connected firm data, financial and tax planning, and proposal generation, then build the workflows and applications your firm needs on one governed platform.

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Purpose-built for wealthFirm-specific by designGovernance inside the workflow

Hamachi Platform

Firm guardrails active

Annual reviewWorkflow

Step 1 of 5 · Barrett Family

Meeting intelligence, in the moment

Capture the conversation and surface useful guidance while it happens.

Governed by design

Advisor request

Barrett annual review

18:42

Client

Could we retire two years earlier and still fully fund college?

Advisor

Let us compare that against the current plan and healthcare assumptions.

Decision detectedCompare 2029 and 2031 retirement scenarios.

Featured in

Barron’sFinancial PlanningRIABizWealth Solutions ReportThinkAdvisorCitywirePulse 2.0

View coverage →

Business impact

Turn efficiency into operating leverage.

Hamachi compresses preparation, analysis, documentation, handoffs, and follow-through. The capacity created can support more prospect and client meetings, faster opportunity execution, growth without proportional hiring, and stronger EBITDA leverage.

Explore the business impact

01Compress the workLess administration, rework, and delay

02Create capacityMore time for clients, prospects, and decisions

03AGrow the top lineMore meetings, opportunities, households, and assets

03BImprove the bottom lineLower cost to serve and less incremental expense

The connected advisor workday

Know the client. Do the work. Move the firm forward.

Hamachi connects advisor-ready experiences with the platform capabilities firms need to build, govern, and extend their own AI-powered software layer.

01 · Client intelligence

Know every client

Bring household history, CRM data, documents, plans, meetings, and open work into persistent, permissioned context.

Clients & CRM → 02 · Meetings

Be ready for every meeting

Prepare, capture, receive live assistance, search prior conversations, and coordinate reviewed follow-through.

Meetings → 03 · Planning

Plan in the flow of work

Model cash flow, retirement, Monte Carlo, federal and state taxes, Social Security, Medicare, RMDs, and Roth decisions.

Planning & tax → 04 · Deliverables

Create client-ready work

Turn firm-approved content and household data into proposals, presentations, documents, and interactive experiences.

Client deliverables → 05 · Communications

Act across connected systems

Search relevant messages, understand threads, draft in context, and move reviewed decisions into the next workflow.

Communications → 06 · Build

Create your firm’s AI layer

Combine agents, Expert Bots, apps, firm knowledge, workflow logic, APIs, and deterministic software.

Agents & apps → 07 · Govern

Protect client information

Identify and anonymize PII before model interaction, enforce permissions, require review, and preserve audit evidence.

Governance → 08 · Improve

See how AI is being used

Understand adoption, engagement, workflow activity, compliance events, model usage, and token efficiency.

Insights →

Explore every capability

Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

Workflow modernization

From spreadsheet to enterprise application.

Much of a wealth firm’s most important work still runs through Excel, aging software, and one-off internal tools. Hamachi helps preserve the business logic that works, replace fragile manual steps, and turn those workflows into connected, governed applications.

Vibe coding can prove the idea. Hamachi helps turn the prototype into production-grade software with governed data, deterministic logic, permissions, review, integrations, and auditability.

Starting pointSpreadsheet

Client_Workflow.xlsx=IF(D8>0,"Review","Ready")

HouseholdOwnerStatusBarrettPlanningReviewNguyenServiceReadyFosterAdvisorMissing

Manual inputs and linked formulas require review

The spreadsheet became the system.

Critical calculations, macros, copy-and-paste steps, and institutional knowledge now depend on a workbook and the people who understand it.

Hamachi production layer Make the workflow durable

Preserve rules and calculations
Structure data and workflow state
Connect approved firm systems
Add roles and permissions
Apply review and approval
Test, publish, and retain history

Enterprise applicationPurpose-built for the firm

Client transition reviewIn review

HouseholdBarrett Family

Workflow ownerPlanning team

Source data connectedReady
Calculations validatedReady
Approval assignedRequired

Run the process as shared software.

Give each role a clear experience with connected data, repeatable logic, controlled action, and visible workflow state.

Preserve the firm’s knowledge. Replace the fragility.Preserve the calculations and operating knowledge, then move the workflow into a controlled, shared application.

Modernize a workflow

One AI workspace

Keep the conversation and the work product side by side.

Ask, analyze, calculate, create, and act without losing the household, meeting, or firm context behind the work.

Persistent household context

Barrett Household

Retirement timing, concentrated equity, and an open beneficiary update are the current priorities.

Portfolio$2.42M

Open items3

Next meetingOct 14

Relationship pulseImproving

82/ 100

Positive momentum

Engagement strengthened after the planning conversation.

Meeting +Email +Service neutral

CRM timeline3 open

01Beneficiary updateOpen · due Oct 10
02Concentration reviewAdvisor follow-up
03Annual reviewScheduled · Oct 14

Illustrative interface. Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

See Hamachi at work

One platform. Purpose-built experiences for the advisor workday.

Explore illustrative Hamachi screens across meetings, planning, tax, proposals, and connected firm data. Each experience uses the same household context, governance, and workflow foundation.

Meeting Note Taker + Live Meetings

Stay present while Hamachi keeps the workflow moving.

Prepare with household context, capture the conversation, ask questions during the meeting, and organize reviewed follow-through in one connected experience.

Pre-meeting household brief
Live transcript, questions, and contextual suggestions
Reviewed notes, tasks, communications, and CRM follow-through

Explore the feature →

Live meeting · Chen annual reviewIllustrative interface

Daniel & Mei ChenAnnual planning review

Live · 24:18

Live conversationTranscript

DanielWe would feel more comfortable retiring in 2029 if healthcare is fully modeled.

AdvisorLet’s compare that against the current 2031 scenario and preserve the other assumptions.

HamachiPotential planning decision detected: compare 2029 and 2031 retirement dates.

Ask HamachiHousehold context

Suggested contextCurrent plan assumes retirement in 2031.

Create a comparison while preserving inflation, healthcare, and Social Security assumptions?

✓Commitment captured2029 vs. 2031 comparison

Illustrative product interfaces. Financial planning, tax planning, and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.

Three pillars of the platform

AI designed for the complexity of wealth management.

The value is not a model alone. It is the combination of enterprise guardrails, persistent household intelligence, and specialized wealth-management capabilities working across the advisor lifecycle.

01Guardrails

Enterprise AI for financial services.

Apply firm-specific policies, permissions, PII safeguards, supervision, and auditability consistently across chat, email, applications, agents, and APIs.

Explore governance →

02Household context

AI that understands the client, not just the prompt.

Bring CRM data, plans, goals, holdings, risk, documents, meetings, conversations, tasks, and firm knowledge into a persistent intelligence layer.

Explore the connected experience →

03Wealth-management focus

Built around the work advisors actually do.

Coordinate specialized agents, analytical skills, deterministic tools, and firm workflows across meetings, planning, investments, communications, and service.

Explore workflows →

Persistent household intelligenceUnderstand who the client is, what they are trying to accomplish, what has changed, and what the advisor should consider next.

One integrated foundation

Intelligence, governance, and workflow, designed to work together.

Hamachi connects firm context and specialized intelligence with the controls and repeatable systems required to turn insight into useful work.

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Platform architecture

Intelligence layer

Assemble the right client, advisor, firm, product, and workflow context so specialized intelligence can support the task at hand.

intelligenceContext engineering

Select the relevant information for the current task.

intelligenceSpecialized intelligence

Coordinate agents, models, knowledge, and tools by job.

intelligenceEnterprise knowledge

Bring approved firm guidance into the point of action.

One connected workday

The platform becomes real in the workflow.

Follow one client interaction from preparation to meeting, communication, and coordinated action.

Meeting intelligence

Start with the context that matters.

Hamachi assembles the relevant relationship, planning, portfolio, activity, and open-task context into an advisor-ready brief.

Recent client and household changes
Open commitments from prior conversations
Suggested agenda topics grounded in context

Chen HouseholdAnnual review · Today

Household brief

Relationship8 years

Meeting9:15 AM

PlanningRetirement timing

Open itemDAF comparison

What deserves attention

Retirement timing changed in the latest planning conversation.

A concentrated position may affect the household transition discussion.

An earlier commitment remains open for advisor follow-through.

Two ways to begin

Choose the starting point, not a firm label.

An RIA, broker-dealer, or wealth platform can start with advisor-ready workflows or pursue a customized firm-wide platform. The paths can also build on one another over time.

Firm-wide platform strategy

Build a customized AI operating layer.

Create applications, role-specific CRM experiences, workflows, agents, and intelligence grounded in the firm’s data, policies, teams, and operating model.

Custom applications and role-specific views
Governance, permissions, and auditability
Reusable data, skills, agents, and workflow components

Firm-wide platform strategy

Application layerFirm-specific experiences

Connected

Governance layerPolicies + controls

Connected

Intelligence layerContext + orchestration

Connected

Explore all solutions

Intelligence with discipline

Not every step needs a model.

Hamachi combines probabilistic intelligence with deterministic calculations, rules, state, and workflows. Use AI where context and reasoning add value. Use repeatable systems where consistency, efficiency, and control matter.

Probabilistic intelligence

Interpret context, summarize information, support analysis, and prepare useful starting points.

Deterministic execution

Use calculations, business rules, permissions, required fields, and repeatable workflow state where certainty is important.

Efficient orchestration

Route each step to the appropriate model, skill, tool, or system rather than spending AI resources on every action.

Governance is part of the product

Build the controls into the work.

Hamachi is designed to carry roles, permissions, firm guidance, PII safeguards, review expectations, and auditability into AI-powered workflows. These controls support the firm’s supervisory processes; they do not replace the firm’s responsibility or professional judgment.

Permissions

Control access to data, tools, applications, and actions by role and need.

PII safeguards

Identify and anonymize sensitive client information before model interaction in supported workflows.

Policy guidance

Bring configurable firm guidance into relevant communications and workflows.

Auditability

Preserve reviewable workflow events, decisions, and artifacts where appropriate.

Explore governance

Understand the difference

A platform, not another isolated AI tool.

Different approaches can be useful for different jobs. Wealth firms evaluating an enterprise foundation should look beyond generation alone.

Buyer requirement	General-purpose AI	Disconnected point tools	Hamachi
Primary design center	Broad individual productivity	One narrow workflow	Integrated wealth-management applications and workflows
Firm context	Depends on supplied prompts and connections	Usually limited to the point solution	Context assembled around the firm, role, relationship, and task
Governance model	General platform controls	Repeated across separate products	Shared permissions, guidance, review, and audit concepts across workflows
Workflow execution	Primarily generation and assistance	Defined by each tool	Probabilistic intelligence coordinated with deterministic systems and actions
Firm extensibility	Provider-defined environment	Limited to vendor scope	Firm-specific workflows, views, applications, and experiences

Explore the comparison

Protected innovation

A patent portfolio built around agentic AI for wealth management.

Hamachi’s issued U.S. patent covers systems for compliant multi-agent intelligence, privacy-aware information handling, and personalized network communications, with additional patent applications pending.

Explore the patent portfolio

United States PatentHamachi AI

Patent No.US 12,641,064 B1

Agentic Artificial Intelligence Systems and Methods

for Compliance, Multi-Agent Intelligence, and Personalized Network Communications

Leadership

Built by leaders who helped shape wealth-management technology.

Hamachi brings together operators who have built and led financial planning, CRM, portfolio analytics, compliance, and enterprise advisor-technology platforms.

Deep category experienceFinancial planning·Advisor CRM·Portfolio technology·Enterprise platforms

Mike WilsonCo-founder & CEO

Former CEO of AdvisoryWorld and former EVP at Orion Advisor Tech and LPL Financial.

Advisor technology · Financial planning · Enterprise strategy

Mustapha BaassiriCo-founder & CTO

Former CTO of Advizr and Orion, with deep experience building and scaling wealth-management platforms.

Platform architecture · Financial planning · Applied AI

Eric ClarkeCo-founder & Chairman

Founder and former CEO of Orion, one of wealth management’s leading technology platforms.

Enterprise leadership · Portfolio technology · Industry scale

Brian McLaughlinCo-Founder

Founder and former CEO of Redtail and former President of Orion’s CRM business.

Advisor CRM · Product strategy · Industry operations

Pricing approach

Sized to the workflow and the platform you want to build.

Commercial terms are configured around scope, users, integrations, governance requirements, deployment, and support. Final packaging is in development.

Focused launch

Start with one workflow

Begin with a defined workflow, audience, success criteria, and implementation plan.

Discuss a starting point

Firm platform

Build across the firm

Expand across connected applications, CRM experiences, workflows, and shared governance.

Plan your platform

Enterprise program

Contact us

Shape deployment, integration, controls, change management, and support around enterprise needs.

Talk with Hamachi

Pricing and availability vary based on scope, users, integrations, implementation, governance requirements, and support.

Build what comes next

See how Hamachi could become your firm’s AI-powered software layer.

Start with one valuable workflow or explore the architecture for a broader enterprise platform.

Schedule a demo Explore the architecture