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Accelerate Allocation. Govern the Message.

Hamachi embeds approved asset manager intelligence directly inside advisor workflows, so allocation decisions move faster,
positioning stays consistent, and distribution becomes measurable. 

Request an AI-powered Distribution Demo
 
The Virtual Wholesaler

Asset Manager Intelligence. Instantly Available.

A governed, strategy-aware agent trained on your approved content and disclosures, embedded directly inside advisor workflows to answer questions in seconds, not days.

 
 
Virtual Wholesaler
Acme Asset Management Company
Updated just now
 
AAM
Virtual Wholesaler
💬 Ask me anything about Acme Asset Management Investments.
DB
David Barrett · 7:02 AM
I have a client with significant gains in NVDA. How can you help me manage this?
Compose a reply… ⋯
➤
Governed sponsor content • Expert insights • Compliance rules

Scale Your Distribution Without Scaling Headcount.

Reach more advisors. Close faster. Increase strategy penetration.

See It in Action

Closing the Distribution Gap

Traditional advisor–wholesaler workflows create delay, message drift, and compliance friction. Hamachi moves an asset manager's approved intelligence directly into the advisor’s point of action.

 
 
Net effect: faster answers, consistent positioning, and compliance-enabled scale without the manual wholesaler loop.
Broken Wholesaler Workflow
Hamachi Wholesaler Workflow
 

Hamachi doesn’t replace your distribution team.

It removes the gap between insight and advisor action.

Find Allocation Opportunities Across the Advisor Book

Hamachi understands an advisor’s book including key factors such as holdings, concentration, cash, drift, and client context. Advisors, with the help of the Hamachi Strategy Overlay Agent, can overlay an asset manager's strategies and identify where their products are a best fit, and why.

 
 
AI
STRATEGY OVERLAY AGENT
“Which of my clients’ portfolios would Acme Asset Management be a best fit for and why?”
Hamachi returns ranked opportunities, a compliant rationale, and wholesaler-ready talking points to accelerate allocation decisions.
 
Identify best-fit households using real exposures, concentration, cash, drift, and tax context, not generic segmentation.
 
Generate compliant rationale and positioning aligned to your approved strategy language and disclosures.
 
Prioritize outreach by probability and focus wholesalers on the advisors and households most likely to expand allocation.
See It in Action
Coming Soon

A Daily Dossier for Asset Managers

An asset manager-side intelligence layer that surfaces which advisors show positioning shifts, exposure changes, or market sensitivities aligned with your strategy, ranked by allocation probability.

 
 
 
Daily Dossier — Ranked advisor signals highlighting best-fit strategy opportunities across your distribution network.
 
Advisor Brief — Pre-call intelligence summarizing exposures, strategy fit rationale, and compliant positioning for every wholesaler interaction.
 
Prioritized Outreach — Focus your team on the advisors and households most likely to expand allocation, not generic call lists.

From advisor signal to wholesaler action in one governed command center.

Compliance-Embedded Content

Accelerate Thought Leadership, With Compliance Built In

Run white papers, blog posts, commentary, social media, and emails through Hamachi’s regulatory-aware engine before distribution, reducing review cycles while protecting brand integrity.

 
 
 
Pre-flight compliance checks for content before it reaches advisors, identifying risky language, missing disclosures, or unsupported claims.
 
Disclosure-aware generation that aligns commentary, blogs, and emails to your approved positioning and regulatory framework.
 
Audit-ready traceability offers transparency into what was generated, reviewed, edited, and distributed across your organization.

Faster production. Fewer review bottlenecks. Governed distribution at scale.

See It in Action

Governed Distribution. Measurable Allocation Impact.

Ensure your messaging stays aligned, compliant, and current, while gaining visibility into what advisors actually use, engage with, and act on.

 
 

Govern the Message

 
Centralized asset manager positioning across advisors and wholesalers
 
Disclosure-aware language embedded directly in every response
 
Real-time updates to positioning across the entire network

Measure Allocation Influence

 
See which strategies are most frequently referenced and shared
 
Identify top-performing messaging themes
 
Close the feedback loop between distribution, marketing, and compliance
✉
Consistent Messaging
Advisor A 10:32 AM
 
 
 
≡
Sponsor Insight
 
 
 
Advisor B 2:45 PM
 
 
 
≡
Sponsor Insight
 
 
 
Content consistency: 100%
Compliance approved
Sponsor Analytics This Month
Impressions
24,871
+18%
Engagement
32%
+7%
Advisor Reach
14,523
+23%
 
 
 
 
 
 
 
 

From governance to growth — visibility drives smarter allocation strategy.

Ready to Your Intelligence
Into Allocation Growth?

Deploy your Virtual Wholesaler. Overlay strategy across advisor books. Govern distribution at scale. Measure allocation impact.

Schedule a Demo
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 See more. Move faster. Stay compliant. 


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