United Planners + Hamachi
Your Clients. Your Data. AI Built Around Both.
Turn connected CRM and portfolio data into meeting preparation, compliant client communications, documents, insights, and next steps.
Hamachi brings AI directly into advisor workflows, using CRM and portfolio context to help you prepare for meetings, create compliant client emails and documents, answer questions about households, and move client work forward faster.
The Hamachi Platform
One advisor workspace for household context, communication, and next-step execution.
hamachi United Planners
H C M P •••
Good morning, Alex How can I help you today?
Ask Hamachi about a client, meeting, email, or document... ↗
Popular actions
K Review household context CRM history, notes, holdings, and next opportunities
@ Draft a client email Personalized and compliance-aware
D Create a client document Meeting follow-up or client-ready content
M Prepare for a meeting Agenda, talking points, follow-up, and next steps
Connected intelligence CRM history
Portfolio context
Meeting activity
Your agents U United Planners
✓ Compliance
K Client Intelligence
K Know your client Bring CRM history, household details, holdings, and portfolio context into one place before every interaction.
C Create with confidence Draft client emails and documents with compliance-first guardrails and sensitive-data protection built into the workflow.
M Be ready for every meeting Turn notes, activity, and client context into focused preparation, follow-up, and next-step execution.
hamachi