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Hamachi Integrated AI for Advisors

Your Book Is Talking. Are You Listening?

Markets move. Clients hesitate. Cash builds. Positions drift. Most RIAs don’t miss opportunity because they lack insight, they miss it because signals are scattered across CRM notes, portfolio systems, and inbox threads.

AI for financial advisors should surface what matters. But in regulated wealth management, it must do so within SEC and FINRA compliance guardrails.

 
 
 
The Hamachi Platform

A Wealth Management AI Platform Built for RIAs

Hamachi connects CRM data, portfolio systems, and expert guidance to generate structured, compliant insight:

 
CRM integration for financial advisors — unify client history instantly
 
Portfolio opportunity detection — concentrated positions, excess cash, drift, RMD & tax signals
 
SEC and FINRA compliant AI guardrails — built-in policy enforcement and audit logging

The result: RIAs move first, strengthen client relationships, and deploy AI safely inside regulated wealth management workflows, without relying on generic AI tools.

Household Intelligence

Turn CRM data, portfolio exposure, and conversation history into a complete household view, instantly.

Explore Household Brief

Opportunity Signals

Surface risk, drift, engagement gaps, and portfolio triggers, enriched with industry expertise at the moment of action.

Explore Expert Insights

Built-In Guardrails

SEC & FINRA-aware compliance checks, PII redaction, and full observability, with audit-ready logs and firm-level oversight.

Explore Guardrails

Measured Advisor Impact

5+
Hours Reclaimed per Advisor per Week
25%
Increase in actionable client conversations per quarter
$17.5M
Additional AUM capacity per advisor (annualized)
Relationship Intelligence

Understand Every Household

Hamachi ensures context, intent, and decision history accumulate over time instead of resetting with every interaction.

Stop reconstructing context. Start compounding it.

  • Persistent context
    Goals, life events, preferences, and prior decisions remain available across conversations and time.
  • Integrated inputs
    Informed by the systems firms already use including CRM, portfolio, planning, and documents.
  • Advisor-augmented memory
    Advisor notes and judgment become part of shared intelligence.
  • Firm continuity
    Context stays intact as team members or roles change.
See It In Action
Hamachi AI Household Data Integration

Integrated with Your Wealth Tech Stack

Hamachi AI Expert Agents For Wealth Management

Expert Insight, Instantly

Hamachi brings expert industry intelligence directly into advisor workflows with no extra research, tool switching, or guesswork.

When signals appear (e.g. concentration, excess cash, RMD watch, engagement gaps) Hamachi applies the right expertise instantly.

  • Asset manager insight applied in context
  • Firm guidance embedded automatically
  • Verified research shaping decisions
  • Regulatory guardrails always on
Apply Expert Insight

As seen in

Hamachi AI Compliance Guardrails For Wealth Management
Enterprise Guardrails

Hamachi embeds enterprise guardrails directly into the AI lifecycle creating a secure boundary between sensitive firm data and AI models.

Trusted output at scale source-grounded, privacy-protected, and audit-ready.

  • Source-grounded accuracy
    Outputs are generated from transformed source documents with enforced citation.
  • Proactive PII protection
    Sensitive data is redacted and tagged before reaching any AI model.
  • Regulatory-aware screening
    Language is evaluated by SEC- and FINRA-trained agents.
  • Built-in retention
    AI-generated communications are automatically archived for audit.
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Daily Dossier
Updated 7:02 AM
 

I’ve found 5 opportunities across your book and flagged 3 clients for outreach.

The Mag 7 is up premarket, impacting 73% of your AUM. Here’s how we move first…

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Book?

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McLean Investment Advisors Logo

"Hamachi gives our advisors the confidence to use AI without compromising compliance. It’s the first platform that truly understands regulated wealth workflows."

Alex Murguria
Managing Director @McLean

United Planners Logo

"This is one of the first AI platforms we’ve seen that truly aligns with how advisors Hamachi combines personalization with the compliance framework our advisors and firms require."

Brian Kobel
Enterprise Technology Solutions @United Planners

SignatureFD Logo

"Hamachi turns AI from a compliance risk into an operational advantage — especially across marketing and investment committee processes."

Laura Hubbell
Chief Information Officer @SignatureFD
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 See more. Move faster. Stay compliant. 


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