Skip to main content
Talk to us See the platform
Home / Solutions
Two starting points

Choose where Hamachi starts.

Start with advisor-ready workflows or build a firm-wide AI platform. Both paths use the same connected, governed foundation and can expand as your priorities evolve.

Compare the paths Discuss your starting point
Choose by outcome and scope 01Advisor-ready workflowsConnect the advisor workday 02Firm-wide AI platformBuild your firm’s software layer
One governed Hamachi platform
Choose by the work

Two paths, not two products.

The right starting point depends on the outcome you need and the scope you are ready to implement, not the label or size of your firm.

01 · Focused deployment Faster path to advisor value

Advisor-ready workflows

Connect meetings, planning, proposals, communications, and CRM follow-through in one advisor experience.

Start here whenYou have a defined advisor workflow with meaningful friction, rework, or inconsistency.
  • Meeting intelligence and live assistance
  • Connected household and CRM context
  • Planning, tax, proposal, and follow-through workflows
02 · Platform strategy Reusable firm infrastructure

Firm-wide AI platform

Turn spreadsheets, legacy software, and promising AI prototypes into connected, production-grade applications built around your firm.

Start here whenYou want a shared software layer across teams, systems, workflows, and differentiated IP.
  • Modernize critical spreadsheets and legacy workflows
  • Productionize firm-specific applications and agents
  • Apply shared data, permissions, governance, and integration patterns
Not a firm-size test.

An RIA, broker-dealer, bank, or wealth platform can choose either path. A firm can begin with one workflow and grow into a broader platform strategy, or establish the platform first and deploy focused experiences on top of it.

Shared foundation

Start differently. Build on the same platform.

Each path uses the same foundation for context, governance, integrations, and workflow execution. That means early work can become a reusable building block instead of another disconnected tool.

01Connected contextHouseholds, CRM, plans, portfolios, meetings, documents, and tasks.
02Governed intelligenceRoles, permissions, PII safeguards, human review, and auditability.
03Firm connectivityAPIs, MCP, embedded experiences, and wealth-stack integrations.
04Workflow executionAI reasoning combined with deterministic calculations, rules, and actions.
Choose the starting point

Map the first workflow and the platform it can become.

We’ll focus on your systems, operating model, governance requirements, and the work where connected AI can create the most leverage.

Discuss your starting point See the platform