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Tandems announces Hamilton AI assistant

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The AI platform for

automating daily work

Used by 5,000+ advisors at leading financial institutions, Tandems supports up to 80% of an advisor’s daily tasks through our verticalized AI that integrates across existing core systems and leverages the best AI models in the world.

Meet Hamilton AI

Trusted by premier financial institutions

Hamilton AI

→

The AI assistant for every client moment

Purpose-built for wealth management, Hamilton connects data across your CRM, brokerage, and other systems to prep your meetings, answer questions about your book, and take the next step for you.

Explore Hamilton AI

Hamilton AI

→

The AI assistant for every client moment

Purpose-built for wealth management, Hamilton connects data across your CRM, brokerage, and other systems to prep your meetings, answer questions about your book, and take the next step for you.

Explore Hamilton AI

Hamilton AI

→

The AI assistant for every client moment

Purpose-built for wealth management, Hamilton connects data across your CRM, brokerage, and other systems to prep your meetings, answer questions about your book, and take the next step for you.

Explore Hamilton AI

Tandems

Meet

Better meetings. Bigger Impact.

Turn client meetings into an engine for growth.

Automated meeting prep & follow-up

Real-time collaboration

AI-guided conversations

Integrated workflows

Automated meeting prep & follow-up

Real-time collaboration

AI-guided conversations

Integrated workflows

Automated meeting prep & follow-up

Real-time collaboration

AI-guided conversations

Integrated workflows

Tandems

Grow

Unlock more of every relationship.

Uncover held-away assets and grow wallet share.

Book monitoring & outreach

Intelligent opportunity discovery

Streamlined rollovers

Automated client reviews

Book monitoring & outreach

Intelligent opportunity discovery

Streamlined rollovers

Automated client reviews

Book monitoring & outreach

Intelligent opportunity discovery

Streamlined rollovers

Automated client reviews

Tandems

Invest

Scale the power of advice.

Reach more clients with personalized managed investing solutions.

Goals-based planning

Integrated proposals & onboarding

Automated portfolio management

Digital client & advisor experiences

Goals-based planning

Integrated proposals & onboarding

Automated portfolio management

Digital client & advisor experiences

Goals-based planning

Integrated proposals & onboarding

Automated portfolio management

Digital client & advisor experiences

By the numbers

k+

Active advisors

k+

Active advisors

k+

Active advisors

$

bn+

Assets on platform

$

bn+

Assets on platform

$

bn+

Assets on platform

mm+

Client accounts

mm+

Client accounts

mm+

Client accounts

HOW WE Do It

We take AI to new heights

Verticalized AI vs. traditional models

AI built for financial services

Purpose-built intelligence optimized for advisor workflows, accuracy, and reliability.

AI built for financial services

Purpose-built intelligence optimized for advisor workflows, accuracy, and reliability.

The right model for every task

Intelligent model routing across leading AI providers and proprietary models.

The right model for every task

Intelligent model routing across leading AI providers and proprietary models.

A complete view of every client

Unified intelligence across CRM, brokerage, and enterprise systems.

A complete view of every client

Unified intelligence across CRM, brokerage, and enterprise systems.

Compliant by design

Regulatory-aware interactions with comprehensive audit trails.

Compliant by design

Regulatory-aware interactions with comprehensive audit trails.

Security at every layer

Advanced protection against data leakage, malicious prompts, and prohibited activities.

Security at every layer

Advanced protection against data leakage, malicious prompts, and prohibited activities.

AI under your control

Granular, real-time control over AI models, skills, and activities.

AI under your control

Granular, real-time control over AI models, skills, and activities.

The AI assistant for every client moment

The AI assistant for every client moment

The AI assistant for every client moment

Tandems

Meet

Better meetings. Bigger Impact.

Tandems

Grow

Unlock more of every relationship.

Tandems

Invest

Scale the power of advice.

By the numbers

k+

k+

k+

$

bn+

$

bn+

$

bn+

mm+

mm+

mm+

We take AI to new heights

Verticalized AI vs. traditional models

Seamlessly integrate with your stack