Relationship and workflow data
Households, contacts, accounts, beneficiaries, activities, tasks, opportunities, custom fields, forms, and supported writeback.
Wealth-management AI integrations
Bring the firm’s systems into the context of the work.
Connect relationship, portfolio, communication, meeting, document, and enterprise data so intelligence and reviewed action can move across the advisor workflow.
Integration architecture
Connect systems once. Reuse context across workflows.
A meeting, planning workflow, communication, app, or agent can use the same permissioned integration foundation instead of creating another isolated point connection.
CRMPortfolio managementEmail + calendarMeetingsDocumentsEnterprise data
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Hamachi context + governanceIdentity · permissions · PII boundary · workflow state→
Hamachi context + governanceIdentity · permissions · PII boundary · workflow stateAdvisor workspacePlanningClient deliverablesCRM updatesAgents + appsInsights
Integration availability and writeback vary by provider, permissions, firm configuration, and implementation.
Integration categories
A practical connection model for wealth firms.
Accounts, holdings, and analytics
Portfolio value, positions, allocation, risk, performance, restrictions, and account-level context.
Messages and threads
Permissioned mailbox search, sender and recipient context, subjects, dates, folders, attachments, drafting, and review.
Preparation and conversation history
Calendar events, participants, meeting capture, transcripts, summaries, recordings, and action items.
Files and firm guidance
PDF, DOCX, CSV, CRM documents, approved content, policies, research, and enterprise knowledge.
APIs, MCP, warehouses, and apps
Firm data, proprietary systems, tools, embedded experiences, structured services, and downstream workflow action.
Efficient orchestration
An integration does not make every action an AI task.
Use APIs for known retrieval
When the system and required fields are known, retrieve or update data through structured software rather than spending tokens on interpretation.
Use models for ambiguity
Bring in language models when understanding, synthesis, classification, explanation, or flexible reasoning adds value.
Keep permissions and review intact
Carry identity, access, validation, approval, and audit expectations through the integration and into the action.
Frequently asked questions
Integration questions
Why are individual integration vendors not listed here?
Hamachi confirms supported providers, data scope, permissions, read and write capabilities, and implementation requirements directly with each firm. The public architecture is organized by system category.
Does Hamachi support APIs and MCP?
Yes. Hamachi can connect tools and services through APIs, MCP, embedded applications, and other supported enterprise patterns.
Can connected actions require approval?
Yes. Firms can configure human review before consequential updates, communications, or downstream workflow actions.
Availability
Feature availability may vary based on your firm’s configuration, integrations, and Hamachi subscription.
Connect the systems behind the work
Map Hamachi to your firm’s environment.
We’ll review the data, permissions, actions, and workflow boundaries involved in your priority use cases.