Adoption over time
Understand active users, teams, recurring use, feature adoption, and changes in engagement.
AI analytics for wealth firms
See how advisors, workflows, and AI are performing.
Understand adoption, engagement, workflow activity, compliance evidence, model usage, and token efficiency, then use the evidence to improve the platform.
Household analytics
Give advisors an actionable view of the relationship.
Portfolio, allocation, risk, performance, planning, CRM, and workflow context can share a single household-level view.
Illustrative interface using sample data. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
Firm-wide intelligence
Measure more than logins.
Visibility should help leaders understand whether the platform is useful, governed, efficient, and connected to real work.
Work moving through the system
See meeting activity, app usage, workflow steps, completion, exceptions, and review states.
Controls in practice
Review sensitive-data events, approval activity, supervision artifacts, and audit-history patterns.
Right model, right task
Understand where models are used, which tasks can remain deterministic, and how routing affects outcomes.
Efficiency and cost visibility
Track usage, caching, avoidable model calls, and opportunities to replace token-heavy work with software.
What deserves attention
Use reusable insight templates to surface relevant household, book, relationship, and workflow opportunities.
Model economics
Token efficiency is an architecture decision.
A model-provider invoice does not explain whether AI was necessary. Hamachi distinguishes language-model work from APIs, calculations, rules, cached context, and conventional software execution.
Interpretation, synthesis, explanation, and flexible reasoning.
Calculations, APIs, validation, workflow state, and structured actions.
Cached or persistent information that does not need to be recreated.
Frequently asked questions
AI analytics questions
Can Hamachi report on token use?
Supported analytics can show token and model usage, caching behavior, and workflow patterns so firms can evaluate efficiency and architecture choices.
Are analytics only for technology leaders?
No. Advisors can use household and workflow insights, while executives, compliance teams, and technology leaders can use adoption, control, and efficiency views.
Can firms create their own insight templates?
Hamachi can support reusable firm-specific insight patterns and analytics experiences as part of the platform implementation.
Availability
Analytics depend on enabled workflows, connected data, permissions, and implementation. Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
Make AI usage visible
See the work, controls, and economics together.
Explore advisor insights, workflow activity, compliance analytics, and token-efficient architecture.