Hamilton AI — The AI assistant built for financial services

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The AI assistant for

portfolio rebalancing

Hamilton AI does real advisor work, really well. It’s pre-trained for reliability, built into the systems advisors already use, and combines our own technology with Claude, ChatGPT, Gemini and Copilot.

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Hamilton spots a client deposit and drafts outreach

What Hamilton does

Important work. Done right.

Hamilton executes high-value advisor work with unparalleled accuracy while streamlining everyday tasks to unlock greater productivity.

Spot opportunities

Watches your book for held-away assets, idle cash, balance changes and life events, then tells you who to contact and why.

Prep for every meeting

Pulls your CRM, brokerage data and past conversations into one actionable brief, ready before every client meeting and review.

Follow up and reach out

Drafts, personalizes and sends follow-ups and proactive outreach at scale, so every client relationship keeps moving.

Know every client

Brings each client’s data together across your CRM and brokerage systems, so you can ask about any client, or your whole book, and get a clear answer.

Plan and rebalance

Runs financial planning, portfolio analysis, monitoring and rebalancing on our own proprietary software alongside AI, for precise, predictable results.

Open accounts and move assets

Opens accounts, proposes portfolios, transfers assets and completes paperwork in your systems of record, with e-signature routing built in.

Simplify daily work

Takes on CRM updates, scheduling, forms and other administrative work, so advisors spend more of their day with clients.

The best model for every task

Routes each task to the best model (including Claude, ChatGPT, Gemini, Copilot, and more), combines models when that works better, and connects your firm’s own models too.

Trained on advisor work

Shaped by our work with 5,000+ advisors at leading institutions. Every skill is trained and validated for accuracy before it reaches your team.

Simple from day one

Each task has its own simple workflow, so advisors can see what Hamilton can do and use it right away, with no prompting to learn.

Live in weeks

Pre-built integrations across brokerage, banking, CRM and workflow systems get firms up and running in weeks, with minimal lift for their teams.

Built for the enterprise

Brings the seven systems and 45 tools of WealthOS into one assistant, with consistent workflows for large advisor teams in banking, wealth management and insurance.

Compliant by design

Keeps a full audit log of every AI interaction and adapts each conversation to the state AI laws that apply where the advisor and client are located.

Security at every layer

Protection against data leakage, prompt injection and exfiltration, with detection and shutdown of prohibited use.

Across the platform

One assistant. Every Tandems solution.

Hamilton is built into TandemsMeet, TandemsGrow, and TandemsInvest, and it works with the tools your team uses outside the Tandems platform too.

TandemsMeet

+ Hamilton in your meetings

Talking points surfaced as topics come up

Action items captured automatically

Follow-up drafted in real time

TandemsGrow

+ Hamilton in your book

Prioritize book of business leads

Personalized outreach drafted for you

Tools to streamline external asset capture

TandemsInvest

+ Hamilton in your portfolios

Onboard in minutes

Automate trading and rebalancing

Streamline servicing and ops

Works outside Tandems WealthOS, too

Hamilton connects data across your CRM, brokerage, and other enterprise systems, so it works alongside the tools your team already uses, even outside the Tandems platform.

See Hamilton in action

Book a demo to see how Hamilton can help your team turn AI into action.

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