Turn firm knowledge, specialized expertise, deterministic logic, integrations, and permissions into software experiences your advisors and teams can actually use.
Agents and bots bring specialized knowledge and tools. Apps provide the structured interface, state, controls, and outputs for repeatable work.
Identify planning considerations, collect required facts, run supported calculations, and prepare reviewable next steps.
Firm tax guidance · supported planning rules · advisor instructions
Household context · tax engine · documents · CRM workflow
Role access · PII boundary · advisor approval · audit history
Illustrative interface. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
Coordinate models, skills, tools, knowledge, calculations, and business rules for a defined job.
Package specialized knowledge and guidance into discoverable, testable, publishable experiences.
Make firm-specific policy, process, strategy, and operating knowledge available in the right workflows.
Bring curated product, research, commentary, or specialist content into relevant advisor experiences.
Create interactive experiences with persistent state, validation, printing, editing, and agent access.
Connect context, rules, people, approvals, systems, and actions into repeatable firm processes.
Models change. Your operating model, data, workflows, knowledge, permissions, and intellectual property remain.
Route work based on quality, safety, latency, cost, privacy, and firm requirements instead of depending on one provider.
APIs, calculations, rules, validations, parsing, and workflow state can run without avoidable token use.
Build roles, applications, client experiences, CRM views, and workflows around the firm’s differentiated operating model.
Hamachi is designed to coordinate firm, expert, platform, and third-party capabilities through governed tools, APIs, MCP, knowledge, and workflow boundaries.
Supported apps can retain user-specific state, validate structured data, support editing and printing, and make approved state available to agents and workflows.
Access, knowledge, tools, publishing status, testing, permissions, review expectations, and audit history can be controlled as part of the implementation.
Explore agents, Expert Bots, apps, skills, integrations, and workflow orchestration on one governed foundation.
