Turn On the Intelligence Inside Your Book.
Your CRM already knows a lot. Hamachi activates it. Surface opportunity signals across households, generate a ranked Daily Dossier, and take action all inside governed, SEC & FINRA-aware workflows.
What happens when you activate Hamachi
Your book starts talking.
Concentrated positions, excess cash, dormant households, RMDs, tax-loss candidates, surfaced automatically and ranked by priority.
- Household Intelligence: CRM, portfolio, and history unified instantly.
- Opportunity Signals: risk, drift, cash, and action candidates surfaced daily.
- Built-In Guardrails: SEC & FINRA-aware enforcement, PII protection, audit logging.
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Built for regulated firms · SEC/FINRA-aware guardrails · PII never sent to external LLMs