Home / New releases / Tandems launches Hamilton, an AI assistant built into its WealthOS for advisors

Product update2026-10-27via TandemsAI in Financial Planning Software

Tandems launches Hamilton, an AI assistant built into its WealthOS for advisors

Tandems released Hamilton, an AI assistant built into its WealthOS platform that works across advisors' CRM, brokerage and banking systems for meeting prep, client outreach, planning, rebalancing, account opening and paperwork. It's generally available to existing and new Tandems customers.

Read the announcement ↗

Not statedProprietaryWeb (Tandems WealthOS)by Tandems

Why it matters

For advisors at banks, insurers and larger wealth firms. Hamilton is aimed at enterprise advisor teams rather than solo RIAs, and goes beyond meeting notes into account opening, asset transfers and rebalancing inside the firm's systems of record.

What's new

Built into Tandems' WealthOS (TandemsMeet, TandemsGrow and TandemsInvest) and connects to the CRM, brokerage and banking systems Tandems customers already use.
Prepares meeting briefs from CRM, brokerage data and past conversations, and drafts personalized follow-ups and proactive outreach.
Runs planning, portfolio analysis and rebalancing on Tandems' own software alongside AI, and can open accounts, transfer assets and complete paperwork with e-signature routing.
Routes each task to a model such as Claude, ChatGPT, Microsoft Copilot or Gemini, and lets firms connect their own models.
Tandems says it keeps an audit log of every AI-assisted advisor-client interaction, adjusts conversations for state AI laws, and lets firms switch off a single skill, a model or all AI activity in real time.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: You run or support a larger advisor team on Tandems, or you're evaluating an enterprise AI assistant that acts inside CRM and brokerage systems rather than just taking notes.

Worth knowing: Hamilton can act in systems of record (opening accounts, moving assets, sending outreach), and it sends client data to third-party models, so review supervision, approval steps, data terms and recordkeeping obligations before turning those skills on. Tandems' claim that Hamilton handles up to 80% of an advisor's daily tasks is the company's own figure.

Quick facts

Pricing	Not stated in the announcement.not verified
Free or paid	Not stated
License	Proprietary
Type	Cloud software (SaaS)
Platform	Web (Tandems WealthOS)
GitHub stars	n/a (not a GitHub project)
Maker	Tandems

Related ranking

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What we couldn't verify

quick_facts.pricing
Tandems' figure that Hamilton can handle up to 80% of an advisor's daily tasks

Checked 2026-10-30 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.