Start with approved content
Use reusable firm templates, slide libraries, documents, narratives, and investment or planning guidance.
AI proposal and presentation generation
Turn firm knowledge and client context into work ready to present.
Create proposals, interactive presentations, documents, and reusable client experiences from approved firm content, household data, planning results, and advisor input.
Interactive client presentations
Make approved firm content useful for this household.
Start with reusable content, organize the story, personalize it from connected context, and keep the advisor in control of the final deliverable.
Illustrative interface. Proposal and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
From knowledge to client experience
Create once. Govern centrally. Personalize thoughtfully.
Apply client context
Bring in household goals, plans, accounts, portfolio analysis, meeting decisions, and advisor priorities.
Find what is missing
Surface gaps, missing inputs, AI observations, and content suggestions for advisor review.
Review and present
Reorder slides, refine language, use full-screen or reader mode, and produce print or PDF output.
Reusable experience layer
The deliverable can be a document, presentation, or app.
Hamachi’s workspace can host structured documents, interactive apps, planning views, and presentations, so the work product is not limited to generated text.
Client-ready stories
Combine approved slides, household data, advisor commentary, and personalized analysis.
Recommendation workflows
Connect goals, risk, holdings, rationale, review, and presentation in a repeatable experience.
Structured outputs
Create and work from PDF, DOCX, CSV, and generated documents inside the shared workspace.
Experiences clients can explore
Use firm-built applications for planning, analytics, data collection, and other client processes.
Frequently asked questions
Client deliverable questions
Is proposal generation the only supported deliverable?
No. The same platform can support proposals, personalized presentations, documents, interactive apps, planning output, and follow-up materials.
Can firms control the source content?
Yes. Firms can use approved templates, content libraries, knowledge, roles, permissions, and review expectations as part of the implementation.
Can Hamachi identify missing information?
Supported workflows can surface missing data, incomplete sections, and relevant observations before the advisor finalizes the work.
Implementation note
Proposal generation and client-deliverable workflows require implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
Move beyond generated text
Build a client experience around your firm’s knowledge.
See how approved content, household context, planning results, and review become a presentation-ready deliverable.