Meeting Note Taker + Live Meetings
Answer the question while the client is still in the room.
Follow the conversation, ask Hamachi for household context, and model an advisor-led planning scenario without leaving the live meeting workspace.
Advisor work + firm-wide capabilities
One AI workspace for clients, meetings, planning, and action.
Deploy practical advisor experiences, then extend the same household context, governance, agents, apps, and integrations into the firm-specific AI layer you need next.
Interactive feature tour
See where Hamachi fits in the advisor workday.
Choose a starting point to explore the experience, the work it supports, and how it connects to the rest of the platform.
Meeting intelligence
Meeting Note Taker + Live Meetings
Prepare with the relationship context that matters, capture the conversation, and get live assistance without losing presence in the meeting.
- Pre-meeting household and relationship brief
- Live transcription, notes, questions, and contextual suggestions
- Reviewed summaries, tasks, communications, and CRM follow-through
Inside the platform
See the work, not just a list of features.
These feature views show how live conversations, financial planning, proposal creation, and household analytics can share a common client and governance context.
Financial Planning
Make plan outcomes understandable.
Bring income, taxes, expenses, cash flow, balances, longevity, and probability of success into a clear scenario view. Switch between the baseline and early-retirement scenarios.
Proposal Generation
Turn firm knowledge into a repeatable presentation.
Assemble client-ready proposals from approved narratives, portfolio analysis, and reusable firm presentation components.
Household Analytics
See the relationship behind the accounts.
Unify portfolio value, allocation, risk, return, performance, and CRM context in a household view that can launch the next workflow.
Interfaces shown use sample or illustrative data. Capabilities and data availability vary by configuration, integration, implementation, and subscription.
Meeting Note Taker + Live Meetings
Be prepared before the meeting, and supported during it.
The note taker is part of a larger meeting workflow. It connects preparation, the live conversation, review, and action instead of leaving advisors with another transcript to process.
Before
Meeting preparationAssemble household, portfolio, planning, communications, and prior-meeting context.
Suggested agendaSurface open commitments, important changes, and timely topics for advisor review.
Firm knowledgeBring relevant internal guidance into the advisor’s preparation.
Live
Note takingCapture the discussion, decisions, questions, and commitments as the meeting unfolds.
In-meeting assistantAsk questions and retrieve relevant client or firm context without leaving the meeting.
Live suggestionsSurface useful prompts or initiate an approved workflow when the conversation calls for it.
After
Advisor reviewReview the summary, decisions, action items, and proposed record updates.
Search meeting memoryAsk Hamachi about prior discussions, decisions, commitments, and household history.
Coordinated actionMove approved communications, tasks, and CRM updates into connected workflows.
Workflow intelligence
From conversation to plan to recommendation to action.
Hamachi connects work that traditionally lives in separate systems, making planning, risk, and proposal generation part of one intelligent decision-making process.
01ConversationGoals, questions, changes
→02PlanScenarios and assumptions
→03RecommendationRisk and portfolio intelligence
→04ActionProposal, communication, workflow
Financial planning
Explore cash flow and retirement scenarios
Turn client questions into structured plans using visible assumptions and deterministic calculations.
- Income, expenses, balances, and withdrawals
- Retirement timing and saved scenarios
- Monte Carlo probability analysis
- Social Security, Medicare, and IRMAA
Tax planning
Model federal and state tax decisions
Evaluate the downstream effects of retirement income, withdrawals, Roth conversions, RMDs, and other planning choices.
- Broad state-income-tax coverage
- RMDs and inherited IRAs
- Roth conversion scenarios
- Deductions and loss carryforwards
Client deliverables
Build proposals and interactive presentations
Combine firm-approved content, household data, planning results, portfolio analysis, and advisor input.
- Reusable firm templates
- Personalized slide creation
- Full-screen and reader modes
- Print and PDF output
Financial planning, tax planning, and client-deliverable workflows require implementation. They support professional review and do not replace the judgment of an advisor, tax professional, attorney, or other qualified professional.
Built to connect
An intelligence and orchestration layer, not a closed ecosystem.
Bring data from the systems wealth firms already use into meetings, planning, proposals, communications, and workflows, then return approved action.
Search, collect, review, and write back to supported relationship-management systems.
Bring portfolio and account context into advisor and household workflows.
Connect communications and meeting context under the user’s permissions.
Connect firm data, warehouses, knowledge, tools, and proprietary systems.
Integration availability and writeback vary by provider, permissions, firm configuration, and implementation.
Capabilities across the lifecycle
One context and governance layer across every channel.
The same household intelligence, firm controls, and wealth-specific tools can support advisors, communications, and enterprise agents.
Advisor intelligence
Know what matters next
Meeting preparation, daily household dossiers, household Q&A, next-best-action identification, and advisor memory.
Advisor communication
Create with context and control
Outlook-connected drafting and replies, household-aware personalization, inline compliance review, and firm or advisor tone controls.
Enterprise agent platform
Orchestrate specialized intelligence
Firm, compliance, planning, investment, operations, and service agents that can work independently or together across custom workflows.
Why one platform matters
The features become more valuable together.
A meeting can begin a plan
A client question raised in a live meeting can become a structured planning scenario without recreating the household context.
A plan can begin a proposal
Reviewed goals, assumptions, and constraints can flow into an investment proposal workflow with firm guidance attached.
A decision can update the firm’s systems
Approved outcomes can create tasks, prepare communications, update records, and move the next workflow forward.
The firm can govern the full journey
Roles, permissions, PII safeguards, policy guidance, review expectations, and auditability can carry across the experience.
See the connected workday
Start with the capability your advisors need most.
We’ll show the experience in context, the systems it can connect, and how it can extend into your firm’s broader AI platform.