Hamachi Support & FAQs

Hamachi.ai is a governed AI platform built specifically for wealth management firms. It transforms CRM data, portfolio insights, sponsor intelligence, and firm policies into structured, compliant AI-powered workflows.

Unlike general-purpose AI tools, Hamachi is designed for regulated environments and embeds compliance guardrails directly into everyday advisor operations.

Hamachi was founded by technology leaders behind Orion, Redtail, AdvisoryWorld, and Advizr. The team has decades of experience building infrastructure used by thousands of advisory firms.

Hamachi is an independent company focused on bringing structured, governed AI into regulated environments.

General AI tools generate responses but are not designed for SEC and FINRA-regulated financial communications.

Hamachi.ai is purpose-built for financial advisors and enterprise wealth management firms. It includes built-in compliance guardrails, automatic PII redaction, audit logging, sponsor intelligence integration, and firm-specific policy enforcement, making it suitable for regulated financial services environments.

Hamachi.ai applies multiple layers of compliance oversight across every workflow, including:

• Automated PII detection and redaction
• Intent and context classification
• SEC and FINRA-aware language guardrails
• Firm-specific compliance rule enforcement
• Risk scoring and audit logging

Compliance checks run before, during, and after AI-generated output. While firms retain supervisory responsibility, Hamachi is designed to help align AI usage with regulatory expectations.

Yes. Hamachi.ai uses a smart PII redaction engine that removes sensitive information such as names, account numbers, and contact details before any interaction with external language models.

Sensitive data is replaced with secure, reversible tags and restored only within Hamachi’s controlled environment. This approach helps prevent the exposure of personal information while maintaining context accuracy.

Yes. Hamachi.ai maintains structured, time-stamped audit logs that capture system activity, draft history, guardrail triggers, and risk scoring signals.

This audit-ready architecture supports supervisory review and helps firms demonstrate how AI-generated content was created, evaluated, and modified.

Hamachi.ai helps wealth management firms:

• Draft and refine compliant client communications
• Surface household-level insights and portfolio signals
• Activate sponsor and expert intelligence within workflows
• Apply firm-specific policy rules automatically
• Reduce operational friction in regulated environments

It acts as an intelligent orchestration layer rather than a standalone chatbot.

Hamachi.ai integrates directly with Microsoft Outlook through a secure add-in. The platform is designed to operate seamlessly within existing advisor workflows without disrupting current email systems.

Beyond email, Hamachi connects with leading wealth management systems, including CRM platforms such as Salesforce and Redtail, as well as data and research providers like Morningstar. These integrations allow Hamachi to transform client records, portfolio data, and market intelligence into structured, compliant insights inside advisor workflows. 

Additional integrations with CRM, portfolio management systems, and financial planning software continue to expand.

Yes. Firms can configure Hamachi to reflect internal compliance policies, disclosure requirements, tone preferences, approved product language, and restricted phrasing.

Custom internal AI agents and sponsor-specific agents can also be deployed to align with firm standards and workflows.

Hamachi.ai enables asset managers to activate approved product insights, commentary, and positioning directly inside advisor workflows.

Instead of relying solely on PDFs, emails, or one-off sales outreach, firms can deploy sponsor-specific intelligence that appears contextually when advisors are drafting communications, reviewing households, or analyzing portfolios. This helps investment teams scale expertise, improve message consistency, and increase engagement, all within compliance-aligned guardrails.

Hamachi also provides visibility into how sponsored insights are used, edited, and activated within advisor workflows.

If you are an asset manager interested in deploying sponsor intelligence through Hamachi, please Contact Us to explore partnership opportunities.

No. Hamachi.ai is designed to support. not replace, compliance and supervision functions. It reduces risk and improves oversight by applying guardrails automatically, but firms remain responsible for review, approval, and regulatory accountability.

In Hamachi, bots are structured AI agents designed for specific purposes within regulated environments.

Examples include:

• Asset Manager intelligence agents that surface approved product insights
• Compliance agents that evaluate language risk and policy alignment
• Redaction agents that remove sensitive client information
• Routing agents that determine which model or data source to activate

Rather than functioning as generic chatbots, these agents operate within a governed orchestration framework. Each agent applies guardrails, firm policies, and audit logging to ensure intelligence is delivered in a controlled, transparent manner.

This multi-agent design allows Hamachi to blend automation with oversight, improving efficiency without sacrificing compliance.

Hamachi plans start at $25 per user per month. Enterprise pricing and custom deployments are available for broker-dealers, RIAs, and asset managers.

To get started, request access through the homepage. Our team will guide onboarding, integration, and configuration to ensure alignment with your firm’s workflows and compliance requirements.